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Project Coordinator-Finance

Synergistic Systems Inc

Charlotte, NC

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JOB DETAILS
SKILLS
Agile Programming Methodologies, Cross-Functional, Customer Relations, Finance, Financial Services, Fortune 1000 Customers, Leadership, Marketing, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Project Planning, Project Tracking, Project/Program Coordination, Project/Program Management, Retirement Plan, Sales, Service Delivery, Time Management, Writing Skills
LOCATION
Charlotte, NC
POSTED
30+ days ago
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.


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:


  • 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
Work Experience:


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


  • Leadership skills
  • Excellent verbal and written skills
  • Excellent organizational skills
  • Agile experience is nice to have
Educational Requirements: University (Degree) Preferred
FINRA Registrations: Series 6 or 7

Flexible work from home options available.

About the Company

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Synergistic Systems Inc

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