Project Coordinator

Summary of Role:

The Project Coordinator assists the Sr. Project Coordinator in all project-related tasks, including developing core strategies for projects, creating project deliverables, communicating with clients, and monitoring all consulting projects. The position requires a high level of independent work and strong organizational, analytical, and communication skills. We are searching for a self-starter who is detail oriented and loves to work in a team environment. As part of the team, the Project Coordinator provides cross-functional support and has the opportunity to get to know every aspect of the business. There is long-term advancement opportunity for this position as industry and company familiarity increases and the company expands.

Core Duties will Include:

Project Based:

• Manages projects for all services from project inception to project completion
• Creates, monitors, and completes tasks in CRM system
• Communicates directly with clients
• Prepares contracts, cash flow models, correspondence, and other writing assignments
• Assists with tasks related to business valuations
• Provides limited advice to clients about project processes and strategies 

General/Administrative:

• Schedules and conducts project-based phone calls
• Maintains electronic and physical files and manages documents
• Maintains project-based entries on Project Manager’s calendar and in CRM system
• Provides frequent updates on status of projects

Operational Tasks:

• Develops project workflows
• Improves project management processes
• Assists with software updates and improvements

Requirements :

• Excellent written and verbal communication skills, experience with contract preparation/legal writing preferred
• Strong team player with a positive “can do” attitude
• Ability to multitask and prioritize effectively
• Strong organizational skills and attention to detail
• Working knowledge of Excel and other Microsoft Office programs
• Experience with Salesforce a plus
• Knowledge of the financial services industry a plus
• Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field
• Legal writing experience, strongly preferred

Employment: Full-time; Monday-Friday (7:00am-4:00pm or 8:00am-5:00pm)

Benefits:

• Paid twice per month (1st and 15th)
• 2 Weeks Paid Time Off
• Holiday Pay, Birthdays off, Work Anniversaries off
• 100% of Employee Medical/Dental insurance available
• 401k participation
• Direct Deposit
• Annual bonuses
• Annual Company sponsored trips
• Quarterly Company sponsored activities
• Free parking