| Financial Project Coordinator Remote role (Must have Wealth Management) at Remote, Remote, USA |
| Email: [email protected] |
| From: Vivek, Megatrendz [email protected] Reply to: [email protected] Read Carefully before sharing resume Financial Project Coordinator Remote role (Must have Wealth Management) Experience not more than 14 years JD Works with Project Managers to help define and document tasks and activities for product and system-related projects; provides project team support as coordinator of project events. Track and document project resource costs. Help management project related expenditures. Help document business requirements for new systems and modifications to existing systems. Help document work flows and departmental procedures. Maintain project and department reporting tools; track project issues lists. Other duties as assigned Key Interactions: Internal - This position interacts with all facets/groups of the organization as needed. This includes but is not limited to: o Project Managers o PMO Director o IT (Programmers, Business Analysts, Architects, DBA, QA, Managers/Leads) o Brokerage Operations o Risk and Compliance o Finance (Commissions, Accounting) o Wealth Management (Sales Team, Advisory Billing and Reporting) o Advisors at Broker Dealers o Marketing and Communications o Legal o Broker Dealer Operations o Help Desk Teams External o 3rd party product vendors (e.g. Tenrox) The project coordinator will assist with creation of various project documents including reports provided to the finance team and will help ensure that capitalization for projects is accurately calculated A series of tasks or activities that are similar in terms of the skills and knowledge used and where the tasks are usually well defined, though diverse and involving a wide variety of responsibilities and situations. Working with defined and standard work processes Qualifications: Project Management Principles (e.g. PMI or PMP Certification) Strong Product Business Knowledge Excellent interpersonal and written communication skills Proficiency with various software programs including MS Suite (Word, Excel, PP, Visio, Project) College degree or equivalent experience preferred Minimum 2-3 years business experience, preferably in financial services (preferred) At least 1-2 years experience working with a PMO or project team Experience interacting with members of management other than direct Manager in work situations Keywords: quality analyst information technology microsoft Financial Project Coordinator Remote role (Must have Wealth Management) [email protected] |
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| Tue Aug 27 20:39:00 UTC 2024 |