The Associate Project Manager of the Settlement Administration Project Delivery team serves as the primary internal process monitor for Fund Administration projects and assists Project Managers in tracking and expediting the processes performed by other departments on the Project Managers projects. The Associate Project Manager can also be the lead Project Manager on smaller projects that may have a less-complex portfolio of accounts. The Associate Project Managers duties will include serving as the primary keeper of project reporting on client matters, creating job instructions in the form of statement of work and interacting with other departments within the company to ensure project tasks are executed efficiently.
Principal Job Responsibilities:
Timely and accurate execution of project deliverables, key milestones and tasks; oversight of the Settlement Agreement or other mandates/milestones; ability to drive deadlines with quality outcomes; ownership and accountability of the overall delivery for the client
Monitor and provide status updates for client projects through the multiple departments at Epiq
Drive overall client satisfaction through effective coordination and communication of client deliverables
Ensure client and project requirements are being met with the highest quality and accuracy through verifying and communicating routinely with both the client and internal partners
Obtain, examine and prepare client data for processing
Assist in troubleshooting and resolving any client issues with delivered or hosted data
Ensure that an accurate and up to date record is maintained with regard to the status of all projects being worked on
Provide matter specific support on fund administration, data management, project issues, client escalations and process change
Understand project budgets and obtain required approvals before incurring additional costs outside of project estimates
Internal Partnership & Initiatives:
Participate in process improvement initiatives across organization; work with teammates to standardize and improve the customer experience
Participate in personal professional development across the department
Embody company values to team members and cross-departmentally
Engage team members in knowledge sharing and training to increase skills across the group
Prepare clear handoffs for coverage and workload sharing
Results Oriented – Sets stretch goals for personal and team accomplishment and works tenaciously to achieve those goals; acts with a sense of urgency; takes the initiative on actions; establishes metrics to monitor progress and measure success; maintains focus by avoiding or overcoming roadblocks.
Client Focus – Engages with clients, both internal and external; builds a sustaining collaborative and productive relationship with clients; seeks to understand client situations, issues, expectations, etc.; takes appropriate action to meet client needs and address concerns; implements or utilizes methods to monitor and evaluate client feedback; appropriately meets client needs without jeopardizing business outcomes or results.
Communicating with Impact – Expresses thoughts, ideas and information in a clear and compelling manner; organizes thoughts logically and highlights the critical points; adjusts messaging appropriately to suit the audience; ensures understanding through active listening and seeking input from the audience; addresses and interprets questions and points from others with appropriate responses.
Planning and Organizing – Develops plans and goals that align with and support business strategies; translates objectives into action plans; identifies tasks critical to business success and allocates resources accordingly; effectively manages time to achieve success; handles multiple demands and competing priorities successfully; delegates appropriately.
Problem Solving – Identifies problems by detecting patterns or connections; researches and analyzes problems; determines alternative solutions and creates action items to solve the problem; thinks and acts quickly and effectively in a variety of situations; solves the problem while maintaining a balance between the time invested, the amount of information needed and the magnitude of the problem; evaluates both the short- and long- term consequences of decisions.
3+ years of fund administration experience in the settlement administration industry
Eager to be a part of a growing team and environment
High attention to detail with strong analytical skills
Ability to manage multiple different projects at one time
Ability to deliver an excellent work product that exceeds clients’ expectations
Excellent organizational, oral, and written communication skills
Team player #LI-SM1