Program Coordinator
Raymond James Financial Services
Responsibilities
Support coordination and implementation functions of PMGC Programs and services including on-demand programs, live programs, virtual programs, and consulting or coaching engagements.
Carry out delegated activities to support the production of workflows, workstreams and project plans that identify and organize all the activities needed to deliver project objectives and that comply with the organization's project management framework.
Supports program implementation and administration efforts.
Develops and maintains project schedules, prioritizes project tasks
Identify, elicit, establish and document project/process requirements.
Coordinate with speakers, vendors, partners or SMEs to ensure smooth event execution, including scheduling, set up logistics, material coordination and professional correspondence
Commitment to quality and consistency in participant tracking and participant management efforts, upheld by using systems, processes, tools and team-established protocols to deliver consistent and high quality experiences.
Organize and prepare documents and materials using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing information or data for special presentations reports.
Professional and accurate interactions with program participants to ensure ongoing and meaningful support and relationship building.
Upholds, refines and maintains scalable, efficient and successful processes that give rise to quality program implementation.
Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders. Supports long-term goals in daily activities.
Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements.
Performs duties in a way that supports coaches, consultants, teammates, and stakeholders.
Proactively locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.
May assist in planning and implementing change initiatives or enhancements.
Leverages technology and a process mindset to automate, scale and improve processes.
Draft project review reports and presentations, including key information, commentary, and recommendations, to support the review process and enable stakeholders to evaluate progress and agree on change.
Draft implementation plans and maintain documentation and traceability throughout project.
Pride in delivering a smooth experience for all involved, and upholding elements of the process that impact many areas of the business.
Performs other duties and responsibilities as assigned.
Skills
Prioritize components of a project, program, or portfolio work in context with risks, activities, stakeholders, etc. across the life of the project or program. Ability to juggle ongoing implementation needs with longer term planning and projects.
Leverage firm tools such as AECRM, Eloqua, Tableau, Project Management tools
Clarifying system interface requirements and relationships. Willingness and ability to develop system and tool expertise in order to maximize impact for the organization.
Creating and interpreting process maps and flowcharts.
Interpreting inputs or patterns, clarifying issues and developing solutions.
Preparing various reports, summaries, surveys and written recommendations.
Project planning, reporting and coordination across organizational lines.
Preparing and delivering written and oral presentations internally.
Operating standard office equipment and using required software applications.
Measure and report on the status of milestones in order to deliver predefined project results.
Ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, archiving, and disposition of project information.
Ability to:
Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.
Incorporate needs, wants and goals from different business unit perspectives into project specifications.
Attend to detail while maintaining a big picture orientation.
Solve complex problems and model the business and financial impact of proposed scenarios.
Ensure that all project activities have a focus on quality and adhere to any identified best practices.
Perceive information, linkages and trends to apply this knowledge to assignments.
Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
Solve problems with large, complex cross-functional systems and processes.
Read, comprehend and apply technical information.
Use collaborative skills to accomplish work as a team.
Organize and prioritize multiple tasks and meet deadlines.
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
Incite enthusiasm, influence, and motivate individuals and project teams without organizational authority.
Provide a high level of customer service.
Communicate effectively, both orally and in writing, with all organizational levels.
Education and Experience:
Bachelor's degree or equivalent experience in a related discipline.
Minimum of three (3) years of experience preferred
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