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

Beacon Hill Staffing Group - Des Moines, IA

Full-time

Remote - Des Moines, IA

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 role is critical for supporting project managers in the financial services sector, specifically within the broker-dealer, wealth management, and merger & acquisition (M&A) fixed income industries. The Project Coordinator will collaborate closely with project managers to define and document tasks and activities related to product and system projects. This includes providing essential support to the project team by coordinating project events and ensuring that all project-related activities are well-organized and documented. 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 vital 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. Additionally, the Project Coordinator may be assigned other duties as needed to support the project team. Key interactions for this role will include working with internal stakeholders such as project managers, the PMO director, IT teams (including programmers, business analysts, architects, DBAs, and QA managers/leads), brokerage operations, risk and compliance, finance teams, and wealth management sales teams. The Project Coordinator will also interact with external parties, including third-party product vendors, to ensure project success and alignment with business objectives.

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.