Industry: Banking & Financial Services

Duration: 12 Months

Location: Charlotte, NC

Pay Range: $55-$60/hr

Must Haves:

• Proven ability to facilitate meetings and create comprehensive and detailed meeting minutes
• Proficiency in PowerPoint, and inherent attention to detail. for maintaining clear and professional presentation materials
• Strong MS Office (higher than intermediate expertise in Excel, Word, and PowerPoint)
• Strong task management and organizational skills
• Excellent follow-up capabilities to ensure task owners meet deadlines
• Proficiency in reporting
• Effective communication and interpersonal skills to liaise with stakeholders at all levels

Day to Day:

• Understanding the Jira process as outlined for the team, including best practices, capturing key reporting and query field values
• Tracking Status in Jira for Features, Stories, Tasks an Issues using manual queries and reports

• Participating in key requirement discussions to understand the and note down Key decision, Action Items, Key Requirements and make notes during the meeting
• Converting Meeting Notes into relevant requirement documentation working closely with Product Manager/Lead
• Taking Initiative to Follow up with specific team on Open items, using chat, or setting up specific topic calls to get them to closure
• Creating simple flowcharts based on the discussion around Ops Process or System processing requirements

• Collaborate with Product Leads and Subject Matter Experts to create detailed meeting agendas to ensure all critical topics are addressed
• Facilitate agendas during calls, ensuring discussions remain on track and objectives are met
• Work ahead of meetings to collaborate with resources, ensuring they provide updates and relevant materials prior to scheduled calls

• Accurately transcribe detailed meeting minutes, capturing key discussions, decisions, and action items with precision
• Ensure minutes are documented and distributed promptly, serving as a single source of truth for meeting outcomes
• Please note: Unfortunately transcribing from recordings is not possible

• Actively follow up with task owners to ensure timely progress and completion of assigned tasks
• Identify and escalate blockers to appropriate stakeholders

• Maintain detailed PowerPoint and Excel reports on task progress, initiative status, and key milestones for both task-level and initiative-level tracking

• Maintain a centralized repository of questions, decisions, and recurring topics for easy reference and continuity
• Regularly update and curate the knowledge base to ensure relevance and accuracy