Partners in Risk Management
Scheduling Workflow Coordinator
Location
Connecticut + 4 moreAll locations: Connecticut | Maine | New Hampshire | Massachusetts | Vermont
Posted
2 days ago
Salary
0
Seniority
Mid Level
Job Description
Scheduling Workflow Coordinator
M&M Consulting, LLC
• Manage and coordinate scheduling for all client engagements across the Internal Audit and Compliance divisions. • Serve as the primary liaison for scheduling requests and adjustments. • Implement and maintain a new system for tracking scheduled engagements. • Identify opportunities to improve scheduling efficiency and workflow processes. • Coordinate initial communications between consultants and clients to ensure smooth engagement setup. • Prepare and deliver preliminary engagement information and documentation to clients in advance of scheduled work. • Respond promptly and professionally to client requests and inquiries. • Work closely with consultants and unit leadership to align schedules with organizational priorities. • Provide regular updates on scheduling status and engagement tracking. • Maintain accurate records of scheduled engagements and client communications. • Assist in archiving engagement materials and maintaining record-retention systems in accordance with organizational policies. • Ensure documentation is stored accurately, consistently, and in compliance with retention requirements.
Job Requirements
- Experience in scheduling, coordination, audit or risk management roles, is preferred.
- At least 2 years of banking experience is preferred
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills.
- Proficiency in scheduling software and tools, including Microsoft Word, Excel and Bigtime time and expense systems, and SharePoint.
- Ability to handle multiple tasks and prioritize effectively.
- Problem-solving skills and the ability to work under pressure.
- Ability to work remotely.
Benefits
- Equal Opportunity Employer
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