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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
Summary of Role:
The Project Coordinator works with our Project Managers (PM) to assist with delivery and execution of projects for clients on time and under budget. The Project Coordinator will leverage and help manage the team's Project Admin(s) to ensure the team knows the status of projects at all times, that deliverables are prepared and sent to clients and that deadlines are effectively communicated/tracked and met. The position requires a high level of independent work and strong organizational, analytical, and communication skills. We are looking for a self-starter who is detail oriented and loves to solve problems for the clients. There is long-term advancement opportunity for this position as industry and company familiarity increases and the company expands.
The role typical involves the usage and development of financial models, as well as extensive use of form contracts - and thus experience in an analyst or analytical role, or experience in a legal setting involving contracts is required for long-term growth and success.
Examples of candidate's responsibilities include:
Required Skills:
Employment: Full-time; Monday-Friday (8:00am-5:00pm)
Benefits: