Salary
💰 $45,000 - $100,000 per year
About the role
- Creates and manages project plans, weekly objectives, meetings and open items.
- Coordinates project specific documentation: fund details, request lists, report matrices, calendars, daily flows, close out summaries, and requirements for special development, processes, or files.
- Coordinating calls for multiple departments and outside contacts.
- Provides Relationship Management support during project cycles.
- Gathers and documents department statuses for the overall project plans.
- Supports or coordinates special corporate or team projects as needed.
- Contributes to the establishment and maintenance of procedures, project templates and documentation for the Project Team.
Requirements
- 5 years’ experience with financial services, fund administration, or registered fund operations
- Bachelor’s Degree or equivalent work experience
- Dynamic personality with strong project management, leadership, and interpersonal skills
- Strong problem solving, analytical, detail-oriented, multi-tasking and decision making skills
- Intermediate computer skills (Advanced in Excel preferred)
- Strong communication and written skills
- Strong customer service skills