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Credent Wealth ManagementPosted 3 weeks ago

Project Coordinator

On-siteAuburn, Indiana, United States

Full TimeMedium

Job Summary

Monitor project plans, schedules, budgets, and expenditures while coordinating requirements development, planning, and execution. Consult with staff to outline workplans, assign duties, and clearly communicate goals and expectations. Leverage project management tools to design, document, and implement standard processes, maintaining records for best practices. Regularly review metrics and timelines to ensure progress, proactively follow up on tasks, and drive change management through stakeholder meetings. Build positive relationships with all stakeholders, ensure compliance with SEC/FINRA regulations, and provide administrative support as needed. Work Monday through Friday from 8 AM to 5 PM using ClickUp, Salesforce, and Microsoft Office Suite.

Required Qualifications

  • Project management skills and ability to manage and maintain core processes
  • Ability to quickly develop rapport and build trusting relationships
  • Effectively present and communicate material in a manner that is easily understood
  • Excellent verbal and written communication skills
  • Exceptional listening skills and strong creative problem-solving skills
  • Self-driven, independent, and adaptable
  • Highly detailed, accurate, organized, and able to think beyond the current process
  • Proficient in Microsoft Office suite (Word, Excel, Outlook)
  • Remain knowledgeable in the policies and regulations of the regulatory bodies and firm
  • Comply with company-wide policies and SEC/FINRA regulations
  • Must be highly adaptable
  • Strong ability to multi-task in a faced-paced environment
  • Ability to effectively lead and coach others
  • Must be available for weekend shifts

Desired Qualifications

  • Utilizing appropriate project management methodologies
  • Leverage process improvement / project management concepts and tools
  • Build positive relationships and communicate effectively with all stakeholders
  • Apply good judgment and have the flexibility to respond to shifting priorities
  • Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company

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