Department Coordinator
Core
Coordinate department initiatives, projects, and communications for the Business Development team in Wealth Management Solutions.
Role type
Department Coordinator (Business Support)
Builds
Department workflows, project plans, leadership materials, and event logistics.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Project management, event planning, stakeholder communication, data tracking, Microsoft Office suite, organizational chart maintenance
Preferred skills
None stated
Technologies
Microsoft Word, Excel, PowerPoint, SharePoint, Outlook, Copilot, Concur
Responsibilities
Maintain project plans and tracking tools; prepare leadership materials and metrics; coordinate department communications and events; support employee engagement committees; manage on-boarding and off-boarding logistics; coordinate scheduling for meetings.
Seniority
Mid-level, individual contributor