100% Remote-Project Coordinator-(M&A/Brok Dealer/Fixed Income)

Beacon Hill Staffing Group - Sacramento, CA

Full-time - Entry Level

Remote - Sacramento, CA

Administrative and Support Services

About the position

The Project Coordinator position is a fully remote role that requires candidates to work on Pacific Standard Time (PST) hours. This position is critical for supporting various product and system-related projects within the financial services sector, specifically focusing on broker-dealer, wealth management, and merger & acquisition (M&A) activities in the fixed income industry. The Project Coordinator will collaborate closely with Project Managers to define and document tasks and activities, ensuring that project objectives are met efficiently and effectively. In this role, the Project Coordinator will be responsible for tracking and documenting project resource costs, assisting in managing project-related expenditures, and documenting business requirements for new systems as well as modifications to existing systems. The position also involves developing and maintaining workflow documentation and departmental procedures, which are essential for the smooth operation of projects. The Project Coordinator will maintain project and departmental reporting tools, track and update project issues lists, and assist in the creation of various project documents, including reports for the finance team to ensure accurate project capitalization calculations. The role requires strong interpersonal and communication skills, as the Project Coordinator will interact with various internal teams, including Project Managers, PMO Directors, IT personnel, Brokerage Operations, Risk and Compliance, Finance, and Wealth Management teams. Additionally, the Project Coordinator will engage with external third-party product vendors, making it essential to have a solid understanding of project management principles and the financial services industry.

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.