Integration Project Coordinator - Reporting & Governance

Kestra Financial, Inc.; Austin (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) program and health insurance

Professional growth opportunities

Job summary

Kestra Financial, Inc. in Austin, TX is seeking a Strategic Initiatives - Project Coordinator to support the Integration Management Office. The role focuses on coordinating meetings, tracking actions, and maintaining project documentation to keep integrations on track.

Responsibilities include preparing status reports, dashboards, and executive updates, while ensuring timely follow-up and governance. A 1–3 year background in project coordination and strong communication are valued.

Qualifications

• 1–3 years of project coordination, project management, operations, or administrative support experience.
• Strong organizational and time management skills.
• Exceptional attention to detail and follow-through.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Experience with Smartsheet, Teams, SharePoint, or similar collaboration tools preferred.
• Accurate and timely status reporting.
• Consistent follow-up and closure of action items.
• Well-organized project documentation and governance materials.

Responsibilities

• Schedule and coordinate integration meetings, working sessions, and governance forums.
• Prepare agendas, meeting materials, and meeting notes.
• Track action items, decisions, risks, and follow-ups.
• Maintain project plans, trackers, and supporting documentation.
• Prepare weekly and bi-weekly status reports for partner firms and internal stakeholders.
• Collect and consolidate updates from functional teams.
• Maintain integration dashboards and reporting materials.
• Assist with preparation of executive updates, status decks, and presentations.
• Monitor open tasks, milestones, and deadlines across active integrations.
• Follow up on overdue items and help ensure commitments are completed.
• Escalate unresolved issues, risks, or dependencies to Integration Managers.
• Support governance processes by maintaining issues, risks, and decision logs.
• Coordinate recurring integration activities such as press releases, steering committee prep, and action item tracking.
• Documentation and SharePoint maintenance.
• Lessons learned and continuous improvement tracking.

Skills

Organizational skills

Written communication

verbal communication

Microsoft Office proficiency

Smartsheet/Teams/SharePoint

Tools

Smartsheet

Teams

SharePoint

Job description

Kestra Financial, Inc. in Austin, TX is seeking a Strategic Initiatives - Project Coordinator to support the Integration Management Office. The role focuses on coordinating meetings, tracking actions, and maintaining project documentation to keep integrations on track.

Responsibilities include preparing status reports, dashboards, and executive updates, while ensuring timely follow-up and governance. A 1–3 year background in project coordination and strong communication are valued.