Job Type: Contract,Fulltime (W2)
Duration: 3+ Months
Location: New York, NY
Visa : and GC
Must have
Regulatory alignment with OCC expectations
As a Project Specialist, you will:
Support projects related to wealth management business functions under general supervision.
Represent the department on assigned projects and initiatives.
Assist with project research, documentation, testing, and requirements gathering.
Support process improvement initiatives and identify opportunities to improve business processes.
Assist in developing and maintaining project plans, timelines, and project management tools.
Maintain project documentation, communications, status updates, and other project records.
Provide administrative and coordination support to assigned project management teams.
Assist in understanding and documenting business impacts associated with projects and initiatives.
Support the creation of Business Case documents to communicate, evaluate, and prioritize initiatives.
Collect, research, and analyze project-related data to support business and project decisions.
Communicate project changes, progress, issues, and dependencies to appropriate stakeholders.
Participate in training related to project management methodologies and continuously develop project management skills.
The ideal candidate will have:
Knowledge of fundamental concepts, practices, and procedures related to wealth management.
Basic understanding of project management methodologies, including project management, analysis, administration, and documentation.
Experience creating and maintaining project documentation and communications.
Experience supporting project management, business analysis, process improvement, or project administration is preferred.
Experience in wealth management or financial services is a plus.
| Manisha Singh
Technical Recruiter 
| | | E:
A: 505 Knolle Court, Saint Augustine| FL 32092 |
Never miss an opportunity! Create an alert based on the job you applied for.
