顧問類-專案協調師(金融業)
Core
Serve as the primary communication bridge between client departments and the project team, handling case intake, assignment, and coordination to ensure smooth project execution.
Role type
Project Coordinator (Financial Services)
Builds
Project deliverables, documentation, and progress reports for financial clients
Domain
Financial Services / Professional Services
Deliverable
client delivery
Required skills
Communication, documentation, project coordination, meeting facilitation, report writing
Preferred skills
Project management experience, cross-functional collaboration, familiarity with digital tools
Responsibilities
Receive and assign client consultation cases, coordinate meetings, prepare project progress reports and outcome documents, support project managers with administrative tasks
Seniority
Junior to Mid-level, hands-on IC
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