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ROBINS FINANCIAL CREDIT UNION

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Project Coordinator

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Summary

Supports the Project Management Office at a credit union by maintaining project documentation, tracking milestones and budgets, coordinating team deliverables, administering project management software, and handling financial bookkeeping tasks. Relies on organizational skills and MS Office proficiency rather than hands-on development.

What You’ll Do:

  • Maintain Comprehensive Project Documentation:
    • You will be responsible for maintaining all project-related documentation, including project plans, budgets, status reports, and meeting minutes, ensuring that everything is accurately recorded and easily accessible.
  • Monitor and Report Project Progress:
    • Support the tracking of project milestones and deliverables, regularly producing reports that detail project progress and highlight any potential risks or delays.
  • Coordinate Team Deliverables:
    • Follow up with project team members to secure necessary deliverables, validate task completion, and provide support where needed to keep projects on track.
  • Facilitate Resource Management:
    • Assist in resource capacity planning by collecting, managing, and reporting resource data, helping to ensure that the right resources are allocated to the right tasks.
  • Organize and Schedule Project Activities:
    • Coordinate project-related activities such as scheduling meetings, organizing workshops, and preparing materials, ensuring that all logistical aspects are handled efficiently.
  • Support the PMO with Administrative Duties:
    • Provide administrative support to the Project Management Office (PMO), ensuring that all project management tools, templates, and documentation are up-to-date and properly stored.
  • Administer Project Management Software:
    • Oversee and update the project management software, ensuring it is configured to meet the needs of the team and that all data is current.
  • Prepare Reports and Presentations:
    • Assist in the preparation of detailed project reports and presentations for senior management, providing them with the information needed to make informed decisions.
  • Manage Financial Documentation:
    • Execute administrative and bookkeeping tasks, including managing invoices, purchase orders, and other financial documents to ensure that the project’s financial aspects are well-organized and compliant.
  • Complies with all applicable policies, procedures, laws and regulations including but not limited to the Bank Secrecy Act
  • Other duties as assigned.

What You Can Expect:

  • We are proud to be an equal opportunity employer and are committed to fostering an inclusive workplace. We welcome applicants of all backgrounds and identities and do not discriminate based on any protected characteristic under applicable law.

Benefits and Perks

  • Employer-Paid Benefits:
    • Health Insurance (only employee premium paid)
    • Short- and Long-Term Disability
    • Life Insurance and AD&D
  • Benefits:
    • Dental & Vision Insurance
    • Health Care and Dependent Care Flex Spending Accounts
    • 401K Plan with match (based on length of employment)
  • Perks:
    • Generous paid time off- Earn over 4 weeks of PTO during your first year of employment
    • Holidays- 11 observed holidays in addition to paid time off
    • Tuition reimbursement- Up to $5000 per year
    • Performance based Incentive program

What You Need To Succeed:

  • Education & Experience Required:
    • Bachelor's degree with an emphasis in finance, business or related areas
      • If no degree 5 years relative work experience.
    • 3 years’ experience supporting project execution through a centralized PMO or distributed model.
    • 2 years’ experience in a professional environment, financial services preferred.
  • Preferred Education, Certifications & Experience:
    • Project management certification(s) preferred (CompTIA Project+, CAPM, PMI-ACP, CSM, or PMP)
  • Knowledge & Skills Required:
    • Experience using project management or other scheduling tools.
    • Good communication and interpersonal skills.
    • Detail oriented and highly organized.
    • Resourceful with strong trouble-shooting skills.
    • Adaptable and flexible.
    • Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet and Email.

Physical 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 job
    • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
    • While performing the duties of this job, employees are regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear.
    • Must be able to lift and carry up to 20 pounds.
    • Vision requirements include close and classroom vision.
    • Occasionally required to travel by automobile.

Skills

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