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

Beacon Hill Staffing Group - Richmond, VA

Full-time

Remote - Richmond, VA

Administrative and Support Services

About the position

This is a fully remote position requiring candidates to work on Pacific Standard Time (PST) hours. The role of Project Coordinator is crucial for one of our clients located in the Los Angeles area, specifically within the broker-dealer and wealth management sectors. The ideal candidate will possess significant experience in the fixed income industry, particularly in merger and acquisition (M&A) contexts. The Project Coordinator will collaborate closely with Project Managers to define and document tasks and activities related to product and system projects, ensuring that all project events are well-coordinated and executed efficiently. In this role, the Project Coordinator will be responsible for tracking and documenting project resource costs, assisting in the management of project-related expenditures, and documenting business requirements for new systems as well as modifications to existing systems. The candidate will also develop and maintain workflow documentation and departmental procedures, ensuring that all project and departmental reporting tools are up to date. This includes tracking and updating project issues lists and assisting in the creation of various project documents, such as 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, the PMO Director, IT personnel (such as programmers, business analysts, and QA managers), as well as departments like Brokerage Operations, Risk and Compliance, and Wealth Management. External interactions will include third-party product vendors. The role requires a strong understanding of project management principles, excellent communication skills, and proficiency in Microsoft Suite and AirTable. Candidates should have a minimum of 2-3 years of business experience in financial services, with at least 1-2 years working with a PMO or project team.

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.