Project Coordinator - Finance

Overview

Our client, a Fortune 1000 financial services company, is looking for Project Coordinators. Project Coordinators are responsible for the comprehensive coordination of all platform transition (implementation) services for retirement plan clients. This is a 2 year contract role. This is a hybrid role so candidates should live in the areas of Charlotte, North Carolina or Frisco, Texas
. You can come onboard as our W2 or Independent Contractor.

• Lead multiple smaller implementation projects or select large implementation projects for institutional retirement plan clients with high quality outcomes
• Handle client relationships, create project plans and ensure on-time delivery, provide status updates and partner with cross-functional teams to deliver institutional offers
• Engage with and partner with appropriate resources in a highly-matrixed environment including client, plan management services, IT, Sales and Marketing
• Effectively identify, escalate, and resolve risks or issues for moderately complex implementations
• Address client and/or business partners transition challenges, questions and concerns

• 3 Years Required; 5+ Years Preferred
• Solid experience as a Project Coordinator/Lead
• Financial services experience is a big plus

• Leadership skills
• Excellent verbal and written skills
• Excellent organizational skills
• Agile experience is nice to have

University (Degree) Preferred

Series 6 or 7

Flexible work from home options available.