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

Beacon Hill Staffing Group - Helena, MT

Full-time

Remote - Helena, MT

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 successful candidate 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 project teams by coordinating project events and ensuring that all project-related activities are well-documented and tracked. 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 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 maintaining project issues lists and assisting in the creation of various project documents, such as reports for the finance team, which are crucial for accurate project capitalization calculations. The position requires strong interaction with various internal teams, including Project Managers, PMO Directors, IT personnel, Brokerage Operations, Risk and Compliance, and Finance. The Project Coordinator will also engage with external third-party product vendors, making effective communication and interpersonal skills essential for success in this role. The ideal candidate will have a solid understanding of project management principles and experience working within a PMO or project team, particularly in 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.