Client-Focused Project Coordinator & Process Lead

CX Institutional LLC; Auburn (IN); On-site; USD 45,000 - 60,000; Full time

Job summary

CX Institutional LLC d/b/a Credent Wealth Management in Indiana is seeking a Project Coordinator to join a client-first environment. You will support project teams in requirements development, planning, and execution, coordinating tasks, schedules, budgets, and stakeholder communications to ensure timely delivery.

This entry-level role requires a Bachelor’s degree and at least 1 year in project coordination or related support.

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 progress, proactively follow up on tasks.
• Provide leadership for implementation of process changes by working with various teams.
• Organize, attend, and participate in stakeholder meetings to include providing updates and input for changes to processes and procedures.
• Build positive relationships and communicate effectively with all stakeholders.
• Remain knowledgeable in policies/regulations to ensure compliance with all activities.
• Apply good judgment and flexibility to shifting priorities.
• Collaborate with team members to support the mission and provide a client experience beyond expectations.
• Comply with company policies and SEC/FINRA regulations

Skills

Project management

Rapport building

Verbal communication

Written communication

Active listening

Self-driven

Detail oriented

MS Office

Education

Bachelor's degree in business / related field

Tools

ClickUp

Salesforce

Microsoft Office

Box

Concur

Zoom

Job description

CX Institutional LLC d/b/a Credent Wealth Management in Indiana is seeking a Project Coordinator to join a client-first environment. You will support project teams in requirements development, planning, and execution, coordinating tasks, schedules, budgets, and stakeholder communications to ensure timely delivery.

This entry-level role requires a Bachelor’s degree and at least 1 year in project coordination or related support.