About the Role:

The Business Admin / Project Manager plays a key role in supporting the organization’s operational, financial, and strategic objectives. This position focuses on improving internal processes, coordinating across departments, and ensuring the smooth execution of business plans. The role works closely with senior management and external stakeholders to drive efficiency, performance, and growth across the business.

Responsibilities:

• Streamline and improve onboarding and account management processes
• Support financial operations, including budgeting and planning
• Oversee marketing initiatives and promotional activities
• Manage the administrative functions of the business
• Assist with strategic planning and execution of business plans
• Facilitate communication and collaboration between departments
• Conduct business analysis and prepare performance reports for management review
• Optimize administrative workflows and operational processes
• Act as a liaison between the organization and external parties
• Provide direct support to senior management
• Track sales account targets in alignment with company objectives

Qualifications: 

• Proven experience in a business administration, project management, or operations role

About the Role:

The Account Manager is responsible for building and maintaining strong client relationships while driving sustainable revenue growth. This role acts as a key point of contact between customers and internal teams, ensuring client needs are met, opportunities are identified, and long-term account success is achieved.

Responsibilities:

• Gather and incorporate customer feedback to improve products and services
• Act as a bridge between customers and internal teams to support product and account success
• Generate new business and build positive, long-term relationships with clients
• Manage client needs, resolve issues, and provide timely, effective solutions
• Suggest actions to improve sales performance and identify growth opportunities
• Manage a portfolio of accounts to achieve long-term success
• Grow existing accounts while securing new business opportunities
• Develop and execute strategic sales plans aligned with corporate goals
• Identify sales opportunities, negotiate deals, and maintain high levels of customer satisfaction
• Monitor sales metrics, including quarterly sales results and annual forecasts

Qualifications:

• Strong interest in client communication and relationship management
• Experience within a retail brokerage, trading company, or financial services environment is beneficial but not mandatory