Project Coordinator

Merit Financial Advisors • Alpharetta, GA

8h • Onsite

About The Position

The Project Coordinator provides advanced administrative, operational, and coordination support for strategic projects and business initiative to senior leadership. This position serves as a trusted partner to executives by managing scheduling, project logistics, coordinating cross-functional initiatives, tracking key deliverables, preparing executive communications, and ensuring timely follow-through on strategic priorities. The ideal candidate is highly organized, proactive, detail-oriented, and capable of managing multiple priorities in a fast-paced environment while maintaining strict confidentiality.

Requirements

• 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.
• 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.
• 3+ years of project coordination, project administration, business operations, or related experience.
• Experience supporting multiple concurrent projects and cross-functional teams.

Nice To Haves

• Experience with project management software preferred.
• Bachelor's degree in Business or a related field preferred.
• Experience preparing executive-level reports and presentations preferred.
• Financial services industry experience preferred.

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.
• Perform other related duties and responsibilities as assigned such as assisting with sending out Docusigns, filing, document management

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level