Beacon Hill Staffing Group - Montpelier, VT

posted 2 months ago

Full-time - Entry Level
Remote - Montpelier, VT
Administrative and Support Services

About the position

The Project Coordinator position at Beacon Hill Staffing Group is a fully remote role focused on supporting project management within the Broker Dealer, Wealth Management, and Merger & Acquisition (M&A) sectors, specifically in the Fixed Income industry. The successful candidate will collaborate closely with Project Managers to define and document tasks and activities related to product and system projects. This role requires a proactive approach to project coordination, ensuring that all project events are organized and that the project team is supported effectively. In this position, the Project Coordinator will be responsible for tracking and documenting project resource costs, assisting in managing project-related expenditures, and ensuring that all financial aspects of the projects are accurately reported. The role also involves documenting business requirements for new systems and modifications to existing systems, which is crucial for maintaining the integrity and efficiency of project workflows. Additionally, the Project Coordinator will develop and maintain workflow documentation and departmental procedures, ensuring that all processes are clearly outlined and accessible. Maintaining project and departmental reporting tools is another key responsibility, which includes tracking and updating project issues lists to ensure that all stakeholders are informed of the project's status. The role may also involve assisting in the creation of various project documents, including reports for the finance team, which are essential for accurate project capitalization calculations. The Project Coordinator will interact with various internal teams, including Project Managers, IT, Brokerage Operations, Risk and Compliance, Finance, and Marketing, as well as external third-party product vendors. This position requires strong interpersonal and communication skills, as the coordinator will need to liaise effectively with different departments and stakeholders to ensure project success.

Responsibilities

  • Collaborate with Project Managers to define and document tasks and activities for product and system-related projects; provide project team support by coordinating project events.
  • Track and document project resource costs and assist in managing project-related expenditures.
  • Document business requirements for new systems and modifications to existing systems.
  • Develop and maintain workflow documentation and departmental procedures.
  • Maintain project and departmental reporting tools; track and update project issues lists.
  • Assist in the creation of various project documents, including reports for the finance team, ensuring accurate project capitalization calculations.
  • Perform other duties as assigned.

Requirements

  • Knowledge of Project Management Principles (e.g., PMI or PMP Certification).
  • Strong understanding of Product Business operations.
  • Excellent interpersonal and written communication skills.
  • Proficiency in MS Suite (Word, Excel, PowerPoint, Visio, Project).
  • Experience working with AirTable.
  • College degree or equivalent experience preferred.
  • Minimum 2-3 years of business experience, preferably in financial services.
  • At least 1-2 years of experience working with a PMO or project team.
  • Experience interacting with management beyond direct reporting lines.
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