Project Coordinator-Finance - Full-time
•Today
| Verified Pay check_circle | Provided by the employer$45 per hour |
|---|---|
| Hours | Full-time |
| Location | Charlotte, NC Charlotte, North Carolina open_in_new |
About this job
lt;div class=quot;trix-contentquot;gt;
lt;divgt;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 lt;stronggt;Charlotte, North Carolina or Frisco, Texaslt;/stronggt;. You can come onboard as our W2 or Independent Contractor.lt;brgt;lt;brgt;
lt;/divgt;lt;divgt;This role involves working with IT, Sales and Marketing groups. The successful candidate will be the primary interface with clients when their plan services are undergoing changes. The Project Coordinator is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans. Key Responsibilities and Duties:lt;brgt;lt;brgt;
lt;/divgt;lt;ulgt;
lt;ligt;Lead multiple smaller implementation projects or select large implementation projects for institutional retirement plan clients with high quality outcomeslt;/ligt;
lt;ligt;Handle client relationships, create project plans and ensure on-time delivery, provide status updates and partner with cross-functional teams to deliver institutional offerslt;/ligt;
lt;ligt;Engage with and partner with appropriate resources in a highly-matrixed environment including client, plan management services, IT, Sales and Marketing.lt;/ligt;
lt;ligt;Effectively identify, escalate, and resolve risks or issues for moderately complex implementationslt;/ligt;
lt;ligt;Address client and/or business partners transition challenges, questions and concernslt;/ligt;
lt;/ulgt;lt;divgt;Work Experience:lt;brgt;lt;brgt;
lt;/divgt;lt;ulgt;
lt;ligt;3 Years Required; 5+ Years Preferredlt;/ligt;
lt;ligt;Solid experience as a Project Coordinator/Leadlt;/ligt;
lt;ligt;Financial services experience is a big pluslt;/ligt;
lt;/ulgt;lt;divgt;Other requirements:lt;brgt;lt;brgt;
lt;/divgt;lt;ulgt;
lt;ligt;Leadership skillslt;/ligt;
lt;ligt;Excellent verbal and written skillslt;/ligt;
lt;ligt;Excellent organizational skillslt;/ligt;
lt;ligt;Agile experience is nice to havelt;/ligt;
lt;/ulgt;lt;divgt;Educational Requirements: University (Degree) Preferredlt;brgt;FINRA Registrations: Series 6 or 7lt;/divgt;
lt;/divgt;
lt;pgt;Flexible work from home options available.lt;/pgt;
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1240319605 Posted: 2026-03-05 Job Title: Project Coordinator Finance