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

Beacon Hill Staffing Group - Madison, WI

Full-time

Remote - Madison, WI

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 with a client located in the Los Angeles area and is focused on the broker-dealer, wealth management, and merger & acquisition (M&A) sectors, specifically within the fixed income industry. The Project Coordinator will play a crucial role in supporting project managers by defining and documenting tasks and activities related to product and system projects. This includes providing comprehensive support to the project team by coordinating various project events and ensuring that all project-related activities are well-organized and executed efficiently. In this role, 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 recorded. The coordinator will also document business requirements for new systems and modifications to existing systems, which is essential for maintaining the integrity and functionality of the projects. Additionally, the role involves developing and maintaining workflow documentation and departmental procedures to streamline operations and enhance productivity. 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. This ensures that accurate project capitalization calculations are performed and that all stakeholders are kept informed of project progress and challenges. The position may also involve performing other duties as assigned, making it a dynamic role that requires adaptability and a proactive approach to project management.

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.