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

Beacon Hill
Houston, TX, United States
Remote
Full-time
We are sorry. The job offer you are looking for is no longer available.

NOTE : This is a 100 % remote position. Candidates will have to work on PST HOURS.

One of our clients in Los Angeles area is looking for a Project Coordinator with the following skills and experience :

MUST HAVE : BROKER DEALER / WEALTH MANAGEMENT / MERGER & ACQUISITION (M&A) FIXED INCOME INDUSTRY EXPERIENCE

Key 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.

Key Interactions : Internal :

Internal :

  • Project Managers
  • PMO Director
  • IT (Programmers, Business Analysts, Architects, DBA, QA, Managers / Leads)
  • Brokerage Operations
  • Risk and Compliance
  • Finance (Commissions, Accounting)
  • Wealth Management (Sales Team, Advisory Billing and Reporting)
  • Advisors at Broker Dealers
  • Marketing and Communications
  • Legal
  • Broker Dealer Operations
  • Help Desk Teams

External :

Third-party product vendors (e.g., Tenrox)

Qualifications :

  • 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.

Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser :

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile :

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services.

Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.

Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming / Development, Database, Infrastructure, Quality Assurance, Production / Support and ERP roles.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

We look forward to working with you.

Beacon Hill. Employing the Future™

18 days ago
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