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 contractThis 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! ResponsibilitiesClient Outreach ProcessTrack progress of Relationship Manager outreach to clients. Set and managegoals at the aggregate and individual level.Work with Relationship Managers 1/1 to research client situations, understandpriorities for the week, and manage plans.Elevate trends to leadership to understand issues, roadblocks, and risks.Manage the appointment scheduling process with operations, monitoring thequeue daily and ensuring clients have dialogue and follow up.For clients without a contact, or who have not responded, develop and executean outcall plan.Document Management For client contracts, own the DocuSign BPM process and maintain responsibilityfor ensuring completed paperwork goes to BPM and is tracked appropriately.Search BPM for historical documents (if not provided) and add to BPM case(including banking items).Support the banking information movement process.Partner with the client outreach manager to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 aretracked at the client level.Data EntryEnter client financial data into financial systems (note: this will be a 1 monthfocus once a certain set of clients converts to a new system).Required Skills & ExperienceBachelor's degree5+ years of experience working as a Project Administrator/Project CoordinatorExperience working with legal contracts and DocuSignMust be detail-oriented and have data entry experience

Created: 2026-05-16