Advisory Project Coordinator

Role Overview

• Provide administrative support with all aspects of projects including but not limited to: Project Coordination: Serve as a coordinator to support the Practice Leader and consultants in organizing and managing the clients through coordination of tasks and activities. Proactively drives business priorities and needs of the Practice Leader, search consultants, and clients. Manage coordinating dates, setting appointments, and general calendar management for the Practice Leader. Support Clients with high level of customer service. Support planning and scheduling meetings. Coordinate travel as appropriate for meetings. Project tracking for engagements. Support the tracking and processing of invoices and expenses for services.
• Team Collaboration and Communication: Demonstrate professional communication skills verbally (in person and phone) and written (correspondence, report writing, proofreading, email, proposals, etc.) with internal and external individuals. Develop a partnership with consultants built on communication, trust, and teamwork. Successfully collaborate across multiple departments and practices to ensure quality and timing of project deliverables. Provide a high level of confidentiality and communication. Provide back-up assistance and support for other team members when necessary.
• Document and Data Management: Create, edit, and proofread client deliverables including memos, proposals, and fee letters, all in accordance with the firm's brand standards. Help track and manage tasks and project related information with the appropriate tools.

Requirements

• Bachelor's degree preferred
• At least two years of experience in business operations or working on project teams
• Proficient with Microsoft Office Suite, excellent Excel skills, and experience with collaboration technologies (e.g., Zoom, Microsoft Teams, SharePoint, etc.)
• Experience with project management tools and software tools used to build flow charts and process diagrams (e.g., Gantt charts, Visio)
• Proven ability to learn and navigate new software tools and applications
• Previous experience in professional service organizations
• Experience creating, proofreading, and editing business documents with the ability to make recommendations for improvements
• Excellent analytical and problem-solving abilities
• Attention to details

Benefits

• medical
• dental
• vision
• 401(k)
• life and disability insurances
• generous paid time off