Project Coordinator - Remote (CST or EST)
Offer summary
Qualifications:
Bachelor’s degree in business, finance, project management, or a related field is preferred., 0-2 years of coordinator-level experience required, preferably in financial services or operations support., Familiarity with project management methodologies and tools, including Microsoft Office Suite and project tracking software., Strong verbal and written communication skills, with a detail-oriented and proactive approach to problem-solving..Key responsibilities:
- Assist in maintaining project routines, documentation standards, and collaboration tools.
- Support meeting coordination, including scheduling, preparing agendas, and documenting notes.
- Help organize and track project tasks, signoffs, and related documentation workflows.
- Provide day-to-day assistance to project managers and support budget tracking and reporting.
Job description
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
The Project Coordinator supports the execution of projects across OneDigital’s Financial Services Practice by helping to manage routines, tools, documentation, and team communications. This role works closely with project managers, operational leaders, and other cross-functional stakeholders to ensure smooth project workflows and effective coordination. This position involves assisting in the planning, execution, and monitoring of projects by coordinating schedules, resources, and communication among team members. The Project Coordinator will maintain project documentation, organize meetings, and track project progress to ensure that deliverables are achieved on time and within scope. Strong organizational and communication skills are essential for success in this role and a proactive approach to problem-solving and collaboration.
Essential Duties and Responsibilities:
Assists with maintaining project routines, documentation standards, and collaboration tools
Supports meeting coordination including scheduling, preparing agendas, documenting notes, and following up on action items
Helps organize and track project tasks, signoffs, and related documentation workflows
Works with project leads and change management resources to support training and communication needs
Assists in documenting escalation paths, mitigation strategies, and stakeholder approvals
Supports coordination of cross-functional workstreams and interdependencies
Helps maintain content on project collaboration platforms
Assists with onboarding new project team members as needed
Provides administrative support including meeting logistics, documentation updates, and data entry
May assist with repetitive project tasks such as user acceptance testing or data validation
Supports budget tracking and reporting under the guidance of project leadership
Provides day-to-day assistance to project managers, directors, and leaders as required
Qualifications, Skills and Requirements:
Familiarity with project management methodologies and tools for effective project management.
Proficient verbal and written communication skills, with the ability to work effectively with diverse teams, stakeholders, and leadership.
Familiar with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook.)
Ability to manage multiple tasks, prioritize effectively, and maintain structured documentation for keeping projects on track.
Proficient in creating and maintaining project schedules using tools like Gantt charts, calendars, or project management software.
Taking the initiative to anticipate project needs, potential challenges, and resource requirements.
A willingness to work closely with diverse teams and stakeholders fostering a cooperative environment that enhances project outcomes.
Detail-oriented with analytical and problem-solving abilities.
Flexible and open to change when project scopes or timelines shift, maintaining project alignment with organizational goals.
A meticulous approach to documentation and reporting.
Education, Training and Experience:
Bachelor’s degree in business, finance, project management or a related field is preferred
0-2 years of coordinator-level experience required; financial services or operations support experience highly preferred
Experience supporting projects involving regulatory compliance, operations, or financial technology is a plus
Experience with Smartsheet or similar project tracking tools is highly desired
The typical base pay range for this role nationwide is $50,000 to $55,000 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Required profile
Experience
Other Skills
- Organizational Skills
- Communication
- Microsoft Office
- Problem Solving
- Detail Oriented
- Time Management
- Teamwork
- Physical Flexibility
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