Administrative Manager (Project Coordination + Client Communication)

You will only be considered for this position if you email your responses to the screening questions listed at the bottom of this job description to .

A small, client-focused financial services business is seeking a highly organized Administrative Manager to work directly with the CEO. This role is focused on coordinating projects, keeping the team on track, and ensuring client communication is handled consistently and professionally.

This is not a purely task-based role. You will be responsible for making sure things move forward, deadlines are met, and nothing falls through the cracks.

Responsibilities

• Coordinate projects and ensure tasks move from start to finish
• Track deadlines and follow up with team members to ensure work is completed on time
• Help manage the process of hiring and coordinating Subject Matter Experts
• Coordinate client progress workflows, including scheduling and tracking client meetings
• Communicate directly with clients to gather information and keep projects moving
• Handle client outreach primarily by phone, with voicemail and email follow-up as needed
• Organize and maintain workflows using spreadsheets and internal tracking systems
• Manage the CEO’s calendar and assist with email communication
• Document key interactions and ensure important details are properly recorded

Client Communication

This is a relationship-driven business, and communication is a critical part of the role. You must be comfortable picking up the phone and speaking with clients regularly.

What This Role Requires

• Strong attention to detail with consistent follow-through
• Ability to manage multiple moving parts without losing track of priorities
• Clear and confident communication, especially on the phone
• Comfort working with spreadsheets and tracking systems
• Ability to learn quickly and take ownership of responsibilities
• Able to figure things out with minimal direction once trained
• Reliable, organized, and accountable to deadlines

This role does not require prior experience in financial services. Training will be provided. However, you are expected to take ownership of your responsibilities quickly and contribute to keeping operations running smoothly.

Compensation and Schedule

Full-time position

Hybrid, but primarily remote

Starting salary of $70,000 per year, with flexibility based on experience

About the Business

This is a small, well-established business serving a select group of clients with a high standard of care. The focus is on coordinating multiple aspects of each client’s financial life and ensuring a consistent, high-quality experience.

Screening Questions

Please email your responses to the following questions to McKenna@AdvisorPACT.com to be considered:

• Describe a project where attention to detail was critical. How did you ensure nothing was missed?
• Describe a time you had to manage multiple tasks or deadlines at once. How did you stay organized?
• Give an example of a time you had to figure something out without clear instructions. What did you do?
• We’re seeking a skilled administrative support professional who’s well “above average.” What makes an ideal candidate “above average?” What should we look for? What’s above-average about you?
• Describe a project that, without your leadership, the objective would not have been met …or the outcome would not have been as successful.

Pay: Up to $70,000.00 per year

Work Location: Hybrid remote in Towson, MD 21204