Project Manager
New
W
WeAssist.ioBusiness Advisory
Brazil / Mexico / Colombia / Chile / Nicaragua, 9:00 AM – 1:00 PM PT or 10:00 AM – 2:00 PM PTPart-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementGoogle WorkspaceAsanaNotion
Requirements
- Ironclad reliability and follow-through.
- Extreme attention to detail in maintaining records.
- Highly proactive and self-sufficient working style.
- Comfort with repetitive, systematic, and routine workflows.
- Ability to operate autonomously with minimal supervision.
- Proficiency with Google Suite and document management.
- Experience with project tracking systems.
Responsibilities
- Own the full project management lifecycle for 7–10 active clients.
- Develop and maintain a detailed client map for each engagement.
- Track status of deliverables including estate planning, balance sheets, and insurance reviews.
- Hold partners accountable for commitments and drive weekly priorities.
- Deliver Monday and Friday recap reports.
- Prepare partners for bi-weekly client meetings and extract action items from recordings.
- Manage onboarding, contracts, and scheduling for new clients.
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