Transfer Agency-Project Co-Ordinator

1. JOB SUMMARY -

An entry level project management role.

The Project Coordinator is responsible for the project coordination within Transfer Agency.

He/she will actively participate in project meetings, monitor the progress of assigned projects and provide updated status to the business units. The Project Coordinator will document issues, coordinate solutions and monitor their closure. The Project Coordinator is also responsible for the coordination of testing and implementation of projects. He/she will assist in the development of procedures, controls and training. The Project Coordinator will be expected to work on several small projects at one time.

The Project Coordinator will also assist the Project/Change Managers in the gathering of requirements information, the preparation of HLE’s, communications with clients, preparation of project artifacts, status reports and be responsible for aspects of project delivery.

The Project Coordinator interacts with all groups involved in the project lifecycle, both internal and external, with the ultimate goal of ensuring successful completion of the project.

2. JOB DUTIES -

• External and internal reporting related to in-flight projects, overall client pipeline status updates and preparation of presentation decks to both internal and external stakeholders.
• Assist Client Project/Change Managers in the preparation and delivery of projects and key client artifacts.
• Assist with the assessment, categorizing and management of new Client Change Requests, the preparation of client communications and the delivery of HLEs back to the client.
• Support the Project Management Governance process as laid down by the Project Management Office. Assist Project/Change Managers with the correct governance and ensure completion of all project artifacts.
• Preparation, implementation and clear communication of plans to all stakeholders
• Liaises extensively with other departments, stakeholders and clients
• In conjunction with the team manager, ensure proactive identification and management of project risks, ensuring that the appropriate measures are taken to ensure that all stakeholders have an appropriate appreciation of the key risks and that the required steps to mitigate these risks are completed.
• Thorough documentation management throughout the project life cycle including collation of all required signoffs
• Issue tracking and management, ensuring that the appropriate stakeholders are in agreement with the resolution steps
• Reports project status and issues to business units and senior \ executive stakeholders on a regular basis.
• Assist the Project / Change Managers with budget management & project cost control. Assist in gathering project cost actuals upon completion and the preparation of draft invoices for delivery to the Client Relationship Teams.
• Interfaces with other business units involved in the project and coordinates the project team and activities across all organizations involved in the project
• Coordinates internal Legal & Risk requests
• Facing off to Internal and External Audit teams when required
• Client facing activities & communications

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