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Project Coordinator Envestnet Asset Management
THIS JOB HAS EXPIRED
DescriptionEnvestnet Asset Management, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Project Coordinator
LOCATION: Seattle, WA
The Project Coordinator will assist the Project Management team with the internal management of projects for clients from beginning to end. The Project Coordinator will work with the Implementation teams and Account Managers to ensure clients are staying on track with their projects.
Responsibilities:
?Assist in defining project scope, goals, and deliverables that support business goals in collaboration with internal teams and stakeholders
?Assist in the planning and scheduling of project timelines and milestones using appropriate tools
?Coordinate and help track deliverables, progress, and metrics of current projects
?Raise concerns, timeline slips, and probability of missed deadlines to management
?Prepare, edit, and maintain meeting minutes for internal and external meetings
?Provide administrative support to the Project Management team
?Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion.
?Assist with managing projects in the CRM database
?Maintain a basic level of knowledge of current application with detailed knowledge regarding setups and preparations involved in transitioning from one management system to another
?Assist with special projects and reports as needed
?Provide support to the Account Management team, as needed
?Provide occasional back-up coverage for the front-desk receptionist during lunch and vacations
Qualifications:
?1 year of project management experience
?Understanding of general business issues including external factors that impact the business and industry.
?Ability to pick up new technology quickly
?Strong verbal and written communication skills
?Detail oriented and excellent multi-tasking skills
?Exceptional interpersonal and organizational skills
?Must work well in a team environment and present a professional demeanor
?Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
?Proven track record and ability to manage projects and meet deadlines in a dynamic environment
?Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook)
?Ability to travel at least 10% of the time.
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet Asset Management is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
| Location: | Seattle, WA United States |
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THIS JOB HAS EXPIRED
Envestnet Asset Management
Investors: Cross Atlantic Capital PartnersAll Jobs: at Envestnet Asset Management
| Web Site: | www.envestnet.com |
|---|---|
| Headquarters: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
| Industry: | Financial Services |
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