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

Beacon Hill Staffing Group - Topeka, KS

Full-time

Remote - Topeka, KS

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 for various product and system-related projects. This includes providing essential support to project teams 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 candidate will also develop and maintain workflow documentation and departmental procedures, ensuring that all processes are clearly outlined and accessible. Maintaining project and departmental reporting tools is another key responsibility, which includes tracking and updating project issues lists to ensure that all stakeholders are informed of the project's status. Additionally, the Project Coordinator will assist in the creation of various project documents, including reports for the finance team, ensuring that accurate project capitalization calculations are performed. The role may also involve performing other duties as assigned, making it essential for the candidate to be adaptable and willing to take on a variety of tasks as needed.

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.