Project Coordinator-Finance Job at Synergistic Systems Inc, Charlotte, NC

YTl3OGpsalNMVG0vSEFURlJ6bWxTQmMvUVE9PQ==
  • Synergistic Systems Inc
  • Charlotte, NC

Job Description

Job Description

Job Description

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.

Job Tags

Contract work, For contractors, Work experience placement, Live in, Flexible hours,

Similar Jobs

FocusGroupPanel

Remote Data Entry Specialist - Entry-Level, Flexible Hours Job at FocusGroupPanel

 ...A remote survey panel organization is seeking a Data Entry Clerk for an entry-level position. This role allows you to work from home with maximum flexibility and earn extra income. Ideal candidates are self-motivated individuals who enjoy data entry tasks and can follow... 

Lubbock

Tax Accountant/CPA Job at Lubbock

 ...60,000-$80,000 (DOE) ABOUT THE OPPORTUNITY Snelling is recruiting a Tax Specialist on behalf of a long-standing, reputable CPA firm in Lubbock, Texas. This organization is known for its deep client relationships, technical tax expertise, and commitment to delivering... 

New Day Executive Search

Michelin Experienced General Manager Job at New Day Executive Search

 ...Opportunity If you are an accomplished General Manager with a polished, confident floor presence and a track record in high-end, Michelin leadership, we want to connect with you. We are seeking an energetic, driven leader to guide the operations of our high-volume,... 

Temperature Engineering LLC

Experienced Commercial HVAC/R Technician Job at Temperature Engineering LLC

 ...Required / Job Description: Ability to troubleshoot, diagnose and repair: Refrigeration equipment : Walk-in coolers/freezers, prep...  .... Document before/after photos of units. Navigate mobile phone app for dispatching and time tracking. Upload detailed job report... 

AmeriWound

Wound Care Physician, Nurse Practitioner or Physician Assistant Job at AmeriWound

 ...AmeriWound, such as, debridement kits & hurricane spray. Dedicated nurse to round with at each facility. Company laptop provided w/...  ...Diagnose patient conditions via physical examination and/or telemedicine. Physical Demands: Standing and walking for long periods of...