Project Coordinator

Location: Alpharetta, GA (HQ); EST or CDT time zone (required)

Project Coordinator

Position Summary

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.

Essential Duties and 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

Knowledge, Skills, and Abilities

• 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.
• Experience with project management software preferred.
• 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.

Salary + Benefits:

• Competitive, based on experience
• 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 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Qualifications

Experience

• 3+ years of project coordination, project administration, business operations, or related experience.
• Bachelor's degree in Business or a related field preferred.
• Experience supporting multiple concurrent projects and cross-functional teams.
• Experience preparing executive-level reports and presentations preferred.
• Financial services industry experience preferred.