Project Manager

Job Description

A leading fund administration firm is seeking a highly skilled and data-savvy Administrative Project Manager to support key operational and client service initiatives. This part-time role is ideal for a seasoned professional with 5–10 years of experience in financial services, particularly someone who excels in project coordination, compliance tracking, and data-driven process improvement.

Key Responsibilities

Support and implement technology solutions to streamline manual workflows across teams

Assist with client billing, administrative tracking, and process documentation

Manage and triage team inboxes, escalating time-sensitive messages as needed

Monitor and coordinate analyst review loads within client portals

Support regulatory compliance efforts, particularly for Registered Investment Advisors

Attend internal meetings and prepare concise, accurate minutes

Assign and tag tasks/documents to appropriate team members across departments

Maintain regular review cycles and assist in KYC/AML and client communication workflows

Collaborate with a dedicated regulatory filing team (e.g., Form PF)

Participate in the review of subscription documents offered to clients

Qualifications

5–10 years of project coordination or administrative experience within financial services

Strong problem-solving, analytical, and critical thinking skills

Proficiency in Excel and PowerPoint; confident presenting data clearly

Familiarity with KYC/AML processes and SEC/compliance frameworks

Highly organized, detail-oriented, and proactive in communication and execution

Ability to work independently and with tech tools to enhance operationsCompany Description

Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.