Project Coordinator

New

Skills

Content Creation CRM Software Event Planning Microsoft Excel Microsoft PowerPoint Microsoft Word Onboarding Logistics Project Coordination Report Generation Training Development

The Project Coordinator will oversee early-career talent programs, focusing on the coordination of onboarding logistics and training events. This role involves leading monthly check-ins with advisors and ensuring that all activities are accurately recorded in the CRM.

Key Responsibilities
  • Coordinate onboarding logistics for early-career talent programs.
  • Lead monthly check-ins with advisors and maintain activity records in CRM.
  • Plan and execute training events, including scheduling, speakers, venues, and travel arrangements.
  • Maintain department shared drives and intranet to ensure materials are current.
  • Produce recurring and ad hoc reports and dashboards.
  • Create content for Wealth Management internships and advisor training curriculum.
Required Skills & Qualifications
  • Bachelor's degree in business, communications, marketing, or related field (or equivalent).
  • 2–3 years of project coordination/management experience.
  • Ability to manage multiple priorities, meet deadlines, and maintain accuracy.
  • Highly organized, proactive, and able to work independently.
  • Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and CRM experience.
  • Willingness to travel as required.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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