Synergistic Systems, Inc. · 7 hours ago
Project Coordinator-Finance
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
$45/hr - $50/hr
3+ years expSynergistic Systems, Inc. is working with a Fortune 1000 financial services company seeking Project Coordinators. The role involves comprehensive coordination of platform transition services for retirement plan clients, ensuring successful project management and service delivery during transitions.
Management Consulting
Responsibilities
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
Qualification
Required
3 Years Required; 5+ Years Preferred
Solid experience as a Project Coordinator/Lead
Financial services experience is a big plus
Leadership skills
Excellent verbal and written skills
Excellent organizational skills
FINRA Registrations: Series 6 or 7
Preferred
University (Degree) Preferred
Agile experience is nice to have
Benefits
Flexible work from home options available.
Company
Synergistic Systems, Inc.
We help companies implement ISO 9001, ISO 14001, ISO 17025, ISO 22000 and ISO 45001 Standards to help them meet their objectives and the needs of their Customers.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase