Under general supervision, the Project Specialist V uses basic knowledge and skills obtained through education and experience to participate in projects related to wealth management business functions. The candidate performs entry to intermediate level project management analysis and/or project administration tasks for projects in an assigned functional area. The candidate exercises moderate latitude and judgment to ensure policies, processes, controls, and procedures are relevant, accurate, and operable. Duties and tasks are frequently non-routine.
Essential Duties and Responsibilities:
- Represents department on projects
- Assists with research, documentation, and testing for projects
- Aids on Process Improvements efforts
- Assists with requirements gathering for projects
- Assists in building project plans
- Assists in creating and maintaining internal project management tools
- Maintains documentation and communications
- Receives training in project management methodology
- Provides administrative support to assigned project management teams
- Assists in understanding business impacts associated with initiatives
- Assists in the creation of Business Case documents to communicate and prioritize initiatives
- Performs other duties and responsibilities as assigned
Requirements
- Associate degree in a related field of work and a minimum of two (2) years of relevant work experience
Knowledge of:
- Fundamental concepts, practices, and procedures of wealth management
- Basic concepts, practices, and principles of project management methodology including project management, analysis, administration, and documentation
Skill in:
- Creating and maintaining project documentation and communications
- Coordinating projects, communicating changes and progress, and completing projects on time and budget
- Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively
- Demonstrating accuracy and thoroughness while applying feedback to improve performance
- Completing tasks on time or notifying the appropriate person with an alternate plan
- Collecting, researching, and analyzing data
Ability to:
- Identify and resolve problems in a timely manner
- Work well in group problem solving situations
- Continuously build knowledge and skills in project management and/or administration
- Respond promptly to customer needs, respond to requests for service and assistance and meet commitments
- Read and interpret written information
- Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process
- Deal with frequent change, delays, or unexpected events
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