Project Coordinator

Position Summary

Principle Duties and Responsibilities

• 
  Works with purpose and is driven to provide the best team member experience.
• 
  Willingness and ability to exhibit Wellby Core Values every day.
• 
  Monitoring and controlling the execution of specific stages of a project to enable project managers to focus on broader issues and any problems that may arise.
• 
  Working with multiple internal teams, vendors, and clients.
• 
  Ensuring members of the project team have what is needed to meet the deadlines and milestones set by the project manager.
• 
  Documenting, monitoring, and escalating risks, actions, issues, and decisions.
• 
  Organizing, attending, and participating in project meetings.
• 
  Taking and distributing meeting minutes.
• 
  Updating project artifacts and documentation.
• 
  Ensuring project requirements and other documentation is appropriately maintained.
• 
  Preparing necessary presentation materials for meetings.
• 
  Documenting change requests.
• 
  Undertaking project tasks as required.
• 
  Ensuring projects adhere to established guardrails.
• 
  Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• 
  Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
• 
  Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
• 
  Knowledge of personal computer, utilizing Microsoft Office Suite.
• 
  Knowledge of file management and other administrative procedures.
• 
  Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• 
  Ability to thrive in a fast-paced team environment and manage time well.
• 
  Ability to work effectively both independently and as part of a team.
• 
  Ability to work on tight deadlines.
• 
  Ability to communicate clearly and concisely, orally and in writing.
• 
  Ability to motivate others and to work in a large cross-functional team dynamic.
• 
  Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members.
• 
  Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• 
  Team member does not have any supervisory responsibilities.

Complexity & Scope of Work

• 
  The team member performs a number of routine and generally related tasks without supervisory direction.
• 
  The team member may make decisions regarding unusual circumstances on occasion.
• 
  Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• 
  Courses of action are determined by established procedures and/or the Vice President, Project Management Office.
• 
  The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• 
  The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• 
  The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• 
  To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, and other team members.
• 
  The ability to observe details at close range (within a few feet of the observer).
• 
  Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• 
  The noise level in the work environment is usually moderate.
• 
  Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• 
  High school diploma or equivalent required.
• 
  Bachelor’s degree in Project Management, Risk Management, Business Management, Compliance, or related field preferred
• 
  Minimum one (1) to three (3) years of project coordinator, project management, executive assistant, or administrative assistant experience
• 
  Experience building and influencing relationships at all levels.
• 
  Experience with project management tools and methodologies including scope, schedule, cost, quality, and risk management.

• 
  Exceptional verbal, written, and presentation skills.
• 
  Comfortable with leading and inspiring dialogue including healthy challenge.

For All Candidates:

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company.