IT Project Coordinator: Drive Project Momentum

CliftonLarsonAllen Wealth Advisors, LLC; Town of Texas, Northern (WI, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Project Coordinator to join our Information Technology team. This role provides day-to-day coordination and administrative support across Enterprise Project Management Office (EPMO) projects, ensuring schedules, documentation, communications, reporting, and governance are executed efficiently.

The ideal candidate will have 2 years of relevant experience, 1 year in project coordination or admin support, and a CAPM certification is preferred.

Qualifications

• 2 years of relevant experience required.
• 1 year of project coordination, project management, administrative support, or business operations preferred.
• CAPM certification preferred.
• Bachelor's degree preferred.

Responsibilities

• Coordinate project meetings, ceremonies, and working sessions across one or more projects, including calendar management, room/Teams logistics, and agenda distribution.
• Prepare, format, and maintain project artifacts (charters, plans, RAID logs, status reports, meeting minutes) in CLA templates and store them in the EPMO Portfolio Document Library.
• Assist in the preparation of executive-ready status reports, steering committee materials, and portfolio dashboards.
• Draft and distribute meeting agendas, minutes, and follow-up communications; track action items and owners to closure.
• Support onboarding of new project team members to EPMO tools, templates, and standards; help maintain knowledge base and templates.
• Maintain project records in EPMO systems of record and assist in data quality checks.

Skills

Project coordination

Administrative support

Stakeholder communication

Microsoft Office

MS Teams

Outlook

Education

High school diploma or equivalent

Bachelor's degree preferred

CAPM certification preferred

Tools

Microsoft Office

Outlook

MS Teams

Excel

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Project Coordinator to join our Information Technology team. This role provides day-to-day coordination and administrative support across Enterprise Project Management Office (EPMO) projects, ensuring schedules, documentation, communications, reporting, and governance are executed efficiently.

The ideal candidate will have 2 years of relevant experience, 1 year in project coordination or admin support, and a CAPM certification is preferred.