Project Coordinator

D.A. Davidson • Lake Oswego, OR

11d • Onsite

About The Position

The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other.

Requirements

• Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience).
• 2–3 years of experience in project coordination/management and/or financial services preferred.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Highly organized, proactive, and able to work independently.
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred.
• Ability to maintain regular attendance, work overtime as needed, and travel as required.

Responsibilities

• Coordinate early-career talent programs (internship, experienced intern, apprentice, and advisor trainee programs), including interview scheduling, onboarding logistics, and candidate communications as well as assist with content creation of new advisor training.
• Conduct and lead monthly check-in calls with new and newer advisors. Record activity in CRM
• Plan and execute training and event logistics (e.g., segment training, workshops, webinars, coaching calls), including schedules, speakers, rooms/venues, travel, and vendor coordination.
• Maintain department shared drives and intranet pages; ensure materials are current, organized, and accessible to appropriate stakeholders.
• Produce recurring and ad hoc reports and dashboards; update tracking lists and compile metrics for leadership and program reporting.
• Administer assessments and professional development programs (ordering, tracking, communications, and vendor coordination) and create/refresh related team snapshot materials.
• Manage program processes and documentation (templates, forms, committee support, and desk procedures) in coordination with supervision/compliance requirements.
• Create content for the Wealth Management Summer Internship Program and for the Advisor training curriculum.
• Other projects and duties as assigned!

Benefits

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees