Project Planning Assistant
Support the project management team in a fully remote financial services firm. Maintain project schedules, coordinate task updates, prepare meeting agendas and status reports, and ensure documentation meets professional standards. Opportunity for entry-level professionals interested in project coordination and investment management.
Responsibilities
- Maintain and update project schedules so all key dates and milestones are visible.
- Coordinate with team members to gather task updates and refine planning documents.
- Prepare internal meeting agendas and document decisions and action items.
- Organize and manage digital project folders for easy access by the professional team.
- Assist in creating standard status reports on project health for leadership and partners.
- Monitor resource allocation across project phases to spot potential scheduling conflicts.
- Review project documentation to guarantee clarity, accuracy, and professional formatting.
- Track administrative data and basic project expenses to support financial oversight.
- Support the rollout of new planning tools or processes as the remote model evolves.
Requirements
- Strong organizational skills and a natural preference for digital order.
- Excellent written and verbal communication for remote team coordination.
- Basic grasp of project planning concepts or readiness to learn formal methodologies.
- Proficiency with spreadsheets, shared calendars, and document editors.
- Ability to stay focused and productive in a remote setting with minimal supervision.
- High attention to detail, especially for inconsistencies in schedules or documentation.
- Methodical approach that prioritizes accuracy and thoughtful execution over speed.
- Interest in the intersection of investment management and technology sector growth.
- Professional mindset that values long-term stability and building sustainable value.
Benefits
- Permanent, full-time position in a firm that values craftsmanship and diligence.
- Competitive pay, attractive for an entry-level role and market-reflective.
- Work from anywhere as part of an established remote-first culture.
- Autonomy and respect for focus time in a professional environment.
- Direct exposure to long-term investment strategies and high-level coordination.
- Steady, reliable work pace without the stress of short-term trend chasing.
- Team of experienced professionals committed to clear, respectful communication.
- Practical experience supporting a major partner in the technology sector.