Project Coordinator
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Job Description
Remote Project Coordinator supporting senior leadership and cross-functional initiatives at financial advisory firm. Managing project logistics, deliverables, reporting, and executive coordination.
Responsibilities:
- Prepare presentations, dashboards, reports, correspondence, and summaries
- Coordinate meetings, leadership team meetings, and strategic planning sessions
- Manage follow-up activities
- Provide administrative support to leadership, including calendar management, meeting coordination, travel arrangements, and expense reporting
- Maintain confidentiality of sensitive company and employee information
- Develop and maintain schedules, timelines, action item logs, and project documentation
- Track project and initiative milestones, deliverables, risks, dependencies, and mitigation plans
- Schedule and facilitate project meetings, prepare agendas, capture meeting minutes, and distribute follow-up action items
- Coordinate communication between internal departments, external vendors, and business partners
- Ensure compliance with organizational policies, procedures, and project management standards
- Escalate project concerns, delays, and risks to appropriate leadership when necessary
- Assist with sending Docusigns, filing, and document management
- Perform other related duties and responsibilities as assigned
Requirements:
- Location: Alpharetta, GA (HQ)
- EST or CDT time zone required
- 3+ years of project coordination, project administration, business operations, or related experience
- Bachelor's degree in Business or a related field preferred
- Experience supporting multiple concurrent projects and cross-functional teams
- Experience preparing executive-level reports and presentations preferred
- Financial services industry experience preferred
- Strong organizational and time management skills
- Exceptional attention to detail and accuracy
- Ability to prioritize competing demands in a fast-paced environment
- Excellent written and verbal communication skills
- Advanced proficiency with Microsoft Office Suite, including Excel, PowerPoint, Word, Teams, and Outlook
- Experience with project management software preferred
- Ability to maintain confidentiality and handle sensitive information appropriately
- Strong analytical and problem-solving skills
- Ability to build collaborative working relationships across all levels of the organization
- Knowledge of project management principles, methodologies, and reporting practices
Benefits:
- Medical Insurance
- Dental/Vision Insurance
- Life & Personal Accident Insurance
- Short-term Disability Insurance
- Long-term Disability Insurance
- Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
- 401(k) Plan with company matching
- Paid Time Off (PTO) and paid holidays
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