Project Administrator

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• Search BPM for historical documents (if not provided) and add to BPM case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