Project Coordinator

As a Project Coordinator, you will assist in planning, organizing, and executing project activities, ensuring effective communication, coordination, and documentation to facilitate the successful completion of projects within an organization. Responsibilities: • Responsible for coordinating meetings and developing strategies to see projects through from beginning to end. • Duties may include taking minutes at meetings, receiving and filing project documents, creating and maintaining project schedules, creating responsibility lists for those who are involved in the project, and compiling summaries. • Other job duties could include keeping track of documents, like purchase orders, budgets, payrolls and contracts. • Work closely with project manager to ensure that project objectives are met. Some positions might require knowledge of workflow or strategy software, such as Microsoft Project and creating presentations in PowerPoint.

Required Qualifications  :

• Extreme attention to detail (this position is hyper-focused on data and reporting, and there is no room for error)

• Excellent customer service skills
• Ability to multitask
• Strong critical thinking skills
• Ability to communicate effectively and accurately with a variety of internal stakeholders.
• Ability to work autonomously and independently
• Ability to proactively find answers to questions and understand when to escalate questions or circumstances.
• Strong MS Excel skills, particularly as it relates to database management
  
  Responsibility Summary/Job Description: 
• Tracking and reporting on required Financial Planning and CE course(s) and exam completions and failures using a third-party vendor site and ServiceNow.
• Communicate course completions and failures to individuals. For example, if someone fails an exam, they will contact them to inform them that they did not pass and that they will need to retake it within 7 days.
• Ensure individuals have access to the training.
   
• Replying to service requests and providing service and support including answering questions such as: What do I do if I do not pass the exam? Why isn’t the course/exam working for me?
• Track the status of legal reviews of training and help to clear the current backlog