Project Coordinator

Job Details

JOB SUMMARY

The Project Coordinator helps support the execution of various projects within Cornerstone’s Program Management Office. The coordinator will work on a variety of projects within the advisory, performance, selection, conversion, and technology practices. Working closely with Project Managers or Program Managers, this position ensures that projects progress smoothly, adhere to schedules, meet quality standards, and stay within budgetary constraints.

ESSENTIAL FUNCTIONS

Knowledge and Skills

· Coordinate project activities to ensure that projects are executed efficiently and effectively.

· Provide administrative and logistical support to project teams, including arranging meetings, coordinating schedules, and managing project documentation.

· Track project progress and milestones, identifying any deviations from the project plan and working with project leaders to address them.

· Assist in the preparation of project reports, presentations, and other materials for stakeholders.

· Communicate project updates and key information to team members and stakeholders as required.

· Assist in the development and maintenance of project plans, timelines, and budgets.

· Support project leaders or managers in identifying risks and issues and developing strategies to mitigate them.

· Collaborate with cross-functional teams to ensure alignment and integration of project activities.

REQUIRED SKILLS & ESSENTIAL QUALITIES

Technical Skills

· Intermediate to advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook), and collaboration tools (Teams and SharePoint).

· Familiarity with project management software such as Microsoft Project and Smartsheet.

· Basic understanding of project management methodologies (e.g., Agile, Waterfall)

· Ability to create and maintain project documentation, including schedules, status reports, and meeting minutes.

· Basic understanding of financial services industry terminology and concepts (preferred).

Soft Skills

· Communication: Ability to effectively communicate with team members, stakeholders, and clients, both verbally and in writing, to convey information, facilitate discussions, and build rapport.

· Organization: Strong organizational skills to manage multiple tasks, prioritize work effectively, and ensure that project activities are completed on time and within budget.

· Adaptability: Willingness to adapt to changing project requirements, priorities, and environments, while maintaining focus on project objectives and delivering high-quality results.

· Problem-solving: Capacity to identify issues, analyze root causes, and develop creative solutions to address challenges that may arise during project execution.

· Collaboration: Aptitude for working collaboratively with cross-functional teams, demonstrating respect for diverse perspectives, and contributing positively to team dynamics.

· Attention to Detail: Keen attention to detail to ensure accuracy in project documentation, track project progress effectively, and identify potential risks or issues.

· Time Management: Strong time management skills to efficiently allocate time and resources, meet deadlines, and manage competing priorities in a fast-paced environment.

· Customer Service: Commitment to providing excellent customer service by understanding client needs, responding promptly to inquiries, and proactively addressing concerns to ensure client satisfaction.

· Flexibility: Ability to adapt to changing priorities, project requirements, and organizational dynamics, while maintaining a positive attitude and resilience in the face of challenges.

EDUCATION & EXPERIENCE

Minimum Qualifications

· High school diploma or equivalent required.

· 1-3 years of related experience in project coordination or administrative support role.

· Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and collaboration tools (SharePoint and Teams).

Preferred Qualifications

· Prior banking or financial services consulting experience is a plus.

WORK ENVIRONMENT / TRAVEL REQUIREMENTS

Physical Requirements Work is performed on a computer workstation. Travel Requirements 0%

Work Location Remote Remote Fully Remote

OTHER DUTIES

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO STATEMENT

Cornerstone Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.