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Project manager

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Robert Half

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Location:
United States , Los Angeles

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This role plays a key role in supporting a Financial Advisor by managing client relationships, streamlining administrative processes, and ensuring the seamless execution of investment and insurance operations. This position is responsible for maintaining accurate client records, coordinating account activity, and delivering timely, high-quality service to enhance the overall client experience.

Job Responsibility:

  • Serve as a primary point of contact for client communications, including scheduling appointments and handling service requests such as account updates, payment inquiries, and documentation needs
  • Manage calendars, coordinate meetings, and prepare materials including case files, reports, and research for financial planning support
  • Maintain accurate and compliant electronic client records, ensuring detailed documentation of all interactions and transactions
  • Perform administrative tasks including CRM updates, document filing, and tracking ongoing projects
  • Deliver detail oriented, high-quality communication to clients and internal stakeholders
  • Support process improvements and contribute to operational efficiencies
  • Provide ongoing administrative support and assist with special projects as needed
  • Assist in managing and maintaining client investment accounts, including account setup, updates, and servicing
  • Execute transactions, asset transfers, and rollovers in alignment with client strategies
  • Maintain accurate client and account information, including banking details and standing instructions
  • Prepare comprehensive case materials for client meetings, including account summaries, performance reports, and tax information
  • Respond to client inquiries promptly and resolve issues effectively
  • Support the full insurance lifecycle from application through underwriting and policy delivery
  • Review applications, policy changes, and documentation for accuracy and completeness
  • Coordinate medical exams and proactively manage underwriting requirements to ensure timely processing
  • Act as a liaison between clients, underwriters, and external partners to expedite case progress
  • Monitor application status and follow up on outstanding requirements
  • Prepare client documentation, including illustrations, in-force ledgers, and policy delivery materials
  • Maintain accurate insurance records and track new business pipelines within the CRM system

Requirements:

  • 2–5 years of relevant detail oriented experience
  • Strong interpersonal, written, and verbal communication skills
  • Active California Life, Accident & Health Insurance license
  • FINRA SIE and Series 6/63 and/or Series 7/63 licenses
  • Working knowledge of risk management products and investment strategies
  • Strong sense of urgency with the ability to meet deadlines in a fast-paced environment
  • High level of attention to detail and accuracy
  • Excellent organizational skills with the ability to prioritize and manage multiple tasks

Nice to have:

  • Bachelor’s degree
  • Proficiency in Microsoft Office, CRM systems, and financial planning software (e.g., PX)
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
April 12, 2026

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