Project Administrator

Project Administrator at Motion Recruitment Project Administrator at Motion Recruitment in Malvern, Pennsylvania Posted in 2 days ago.

Type:

full-time

Job Description:

Our client, one of the largest investment companies in the world, is actively looking for a Project Administrator to join their team in Malvern, PA! This role is onsite hybrid 3 days a week so local candidates are required. •This is a 4 month initial contract•This person should have basic project administration experience, be comfortable with legal contracts, and have experience with DocuSign. Being detail-oriented is crucial for data entry components of this role! Responsibilities Client Outreach Process Track progress of Relationship Manager outreach to clients. Set and manage goals at the aggregate and individual level. Work with Relationship Managers 1/1 to research client situations, understand priorities for the week, and manage plans. Elevate trends to leadership to understand issues, roadblocks, and risks. Manage the appointment scheduling process with operations, monitoring the queue daily and ensuring clients have dialogue and follow up. For clients without a contact, or who have not responded, develop and execute an outcall plan. Document Management For client contracts, own the DocuSign BPM process and maintain responsibility for ensuring completed paperwork goes to BPM and is tracked appropriately. Search BPM for historical documents (if not provided) and add to BPM case (including banking items). Support the banking information movement process. Partner with the client outreach manager to ensure completed applications are tracked at the client level. Data Entry Enter client financial data into financial systems (note: this will be a 1 month focus once a certain set of clients converts to a new system). Required Skills & Experience Bachelor's degree 5+ years of experience working as a Project Administrator/Project Coordinator Experience working with legal contracts and DocuSign Must be detail-oriented and have data entry experience