Advisory Project Coordinator

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THE ROLE

This is an exciting opportunity for a motivated, proactive, team player with emphasis on organization, customer service, professionalism, and quality. The Advisory Project Coordinator is part of the Leadership Advisory team and supports Leadership Advisory consulting staff as well as Search consultants by providing strong communication, demonstrated technical skills, and ability to problem-solve and anticipate and address potential issues in advance.

The position will provide a range of logistical and operational support including travel coordination; calendar and time management; document production; database management; and event coordination while collaborating in a team-oriented environment. The position will also provide logistical and operational support to coordinate selection assessments and other time-sensitive search and consulting support.

The workflow varies from routine to heavy and is deadline driven. Focus is on exceptional customer service and high-quality work. Team members are expected to be self-starters with a sense of responsibility, urgency, and ownership toward their work.

Work will be conducted in a remote or hybrid environment; occasional travel for in-person meetings is required (minimal). The Advisory Project Coordinator role reports to the Operations Manager, Leadership Advisory.

This position offers a base salary of $58,000 to $75,000, plus a 5% target bonus. Salary within our ranges is determined by your education, experience, knowledge, skills, location, and abilities, as required by the role, as well as internal equity and alignment with market data. WittKieffer offers a full benefits package including medical, dental, vision, 401k, life and disability insurances, and generous paid time off.

RESPONSIBILITIES

Provide administrative support with all aspects of projects including but not limited to:

Project Coordination:

• Serve as a coordinator to support consultants in organizing and managing clients through organization of tasks and activities.

• Proactively drive business priorities and needs of consultants and clients.

• Support clients with high level of customer service.

• Project tracking for engagements.

• Support the tracking and processing of invoices and expenses for services.

Calendar Management and Scheduling:

• Management of coordinating dates, setting appointments, and heavy calendar management for consulting staff within the solution.

• Support planning and scheduling for internal and external project meetings, etc.

• Coordinate travel arrangements, as appropriate, for consulting staff within the solution.

• Create documentation, as needed, for key meetings. Ensure materials for meetings are prepared and distributed in a timely manner. Record action items from meetings and conduct appropriate follow up.

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 templates, 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.

CANDIDATE PROFILE

Qualifications:

• 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 a plus (e.g., Monday, etc.).

• 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.

Critical Competencies:

• Collaborative: Establishes open, candid, and trusting relationships. Demonstrates exceptional verbal and written communications skills; proactively and constructively share information, ideas, and feedback with others.

• Committed: Self-motivated and deadline driven work ethic. Independently manages operational tasks to completion. Strong organizational and multi-tasking skills. Pays attention to the details and produces quality outputs and/or experiences.

• Adaptive: Ability to be flexible and re-prioritize work, as requested and needed. Responds resourcefully to new demands and challenges. Encourages new ways of looking at problems, processes, or solution. Helps others positively embrace change. Works constructively and calmly under stress and pressure.

• Growing: Demonstrates a "can-do" attitude and willingness to always be learning and perform a wide variety of tasks required to meet evolving operational needs.

• Teamwork: Demonstrate a calm and confident approach to relationships/teams and ability to work your strengths in areas of communication, calendar management, and client relationships.

Witt/Kieffer Inc. ("Witt/Kieffer") provides equal employment opportunities to all employees and applicants. WittKieffer will recruit, employ, train, promote and compensate our employees without regard to race, religion, creed, color, national origin, citizenship, gender, pregnancy, military status, age, marital status, sexual orientation, sexual identify, disability or any other personal characteristic protected by applicable federal, state or local law. WittKieffer will endeavor to make reasonable accommodation, as required by law, for qualified individuals with known disabilities or religious practices unless doing so would result in an undue hardship on the operation of our business.