Client-First Project Coordinator & Process Optimizer

Credent Wealth Management; Auburn (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Credent Wealth Management in Indiana is seeking a detail-oriented Project Coordinator to support client-focused initiatives and cross-functional teams. You will manage project plans and schedules, monitor hours and budgets, consult with staff to outline workplans, and ensure clear communication of goals and expectations.

The role requires strong Microsoft Office skills, experience with CRM and project tools, and the ability to build positive relationships while complying with firm policies and

Qualifications

• Bachelor's degree in business, project management, communications or related field.
• 1+ years in Project Coordination, Administrative Support, or related role.

Responsibilities

• Operate with a client-first mentality while providing an appropriate level of support to the team and stakeholders.
• Maintain and monitor project plans, project schedules, work hours, budgets, and expenditures.
• Consult with project staff to outline workplan and to assign duties and responsibilities.
• Clearly communicate and clarify project purpose, goals, and expectations.
• Leverage process improvement / project management concepts and tools to design, develop, document, and assist in implementing standard processes.
• Regularly review and share project metrics and timelines to ensure appropriate progress, especially related to longer-term projects/initiatives.
• Provide leadership for implementation of process changes by working with various teams - driving change management and issue resolution.
• Organize, attend, and participate in stakeholder meetings to include providing updates and to solicit input for changes to processes and procedures.
• Build positive relationships and communicate effectively with all stakeholders.
• Remain knowledgeable in the policies and regulations of the regulatory bodies and firm to ensure compliance with all work activities.
• Apply good judgment and have the flexibility to respond to shifting priorities.
• Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide a client experience beyond expectations
• Comply with company-wide policies and SEC/FINRA regulations

Skills

Project management

Communication

Problem solving

Detail-oriented

Microsoft Office

Education

Bachelor's degree in business, project management, communications or related field

Tools

ClickUp

Salesforce

Microsoft Office Suite

Box

Concur

Zoom

Job description

Credent Wealth Management in Indiana is seeking a detail-oriented Project Coordinator to support client-focused initiatives and cross-functional teams. You will manage project plans and schedules, monitor hours and budgets, consult with staff to outline workplans, and ensure clear communication of goals and expectations.

The role requires strong Microsoft Office skills, experience with CRM and project tools, and the ability to build positive relationships while complying with firm policies and