Project Coordinator - Securities
22 days ago
Philadelphia
Job Description Job title Project Coordinator – Securities Job type Full Time/Remote Employee type Hourly, Non-Exempt Team Operations Reports to Senior Project Manager Location Remote Duties and Responsibilities The essential functions include, but are not limited to the following: • Support case management company-wide by performing skip traces, assisting with escalated claimant communication situations, helping with IVRs and social media and organizing the company’s document retention initiative, • Directly support the management of cases with Project Management staff, • Assist with implementing the detailed project plan to monitor and track progress, • Create and maintain comprehensive project documentation, including but not limited to a timely update of statuses, deadlines, tasks ownership, etc., • Monitor and communicate the status of projects with respect to milestones, schedule commitments, • Assist with the coordination of internal resources and third parties/vendors for the flawless execution of projects, • Assist with the creation and execution of case invoices, • Review the documentation pertaining to settlement agreements, ensuring a full and deep understanding of the case, • Ensure all claims and incoming correspondence are processed timely and accurately according to settlement agreements, • Review claims and supporting documentation (including broker confirmations and broker monthly statements), to determine eligibility of claim, • Handle Broker/Nominee invoices and requests for claims, • Follow adjudication policies and procedures to ensure proper payment of claims and or placement in appropriate program, • Research and respond to notice packet request timely and accurately, • Assist project management staff with the distribution of settlement benefits to eligible claimants, including post distribution services, as needed, • Protect the secrecy of confidential information qualifications, • Maintain high level of customer service to clients and claimants while positively representing the organization, • Continually work toward strengthening industry knowledge and all relevant applications, • Communicate regularly and effectively with all colleagues, • Exhibit a very organized approach and superior attention to details, • Meet regularly with managers to provide feedback and facilitate communication, • Adhere to all business processes while performing tasks, • Able to take on new tasks and responsibilities as needed, • Perform other work-related duties as assigned by management Qualifications Qualifications include: • 1-2 years of project support or associate experience in business, accounting, finance, paralegal or other related field, • Minimum of 1-2 years of related experience and a demonstrated track record of accomplishments, • Work on securities cases a plus, • Financial, insurance, and legal industry experience preferred, • Demonstrate a high degree of productivity while handling multiple tasks simultaneously, • Ability to perform comfortably in a fast-paced, deadline-oriented work environment, • Excellent written, verbal, communication, and research skills a must, • Ability to be flexible to adapt and act quickly when urgent matters require it, • Ability to work and maintain patience with diversified individuals of various ethnic backgrounds and professional competencies, • Project a positive, professional image toward clients, vendors and staff in all interactions and situations, • Aggressive problem diagnosis and creative problem-solving skills, • Maintain the highest level of confidentiality, • Excellent attention to detail, • Practices time management skills, • Must be an independent worker, • Problem analysis and problem resolution at both a strategic and functional level, • Excellent computer skills including all MS Office applications. (Word, excel, outlook, PowerPoint) required, • Must be authorized to work in the United States without sponsorship Physical and Mental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. This position requires the ability to analyze many variables and choose the most effective course of action at any given point in time. You must be able to handle multiple tasks and diverse work problems on a daily basis. You must be able to handle stressful situations and interact with various personalities at all levels of the company, while also prioritizing your workload. NOTE This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Reviewed with Employee by: Signature: Name (print): Title: Date: Employee Acknowledgment Signature: Name (print): Title: Project Coordinator Date: