Project Coordinator

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

## Project CoordinatorApply: Houston, TX: Nashville, TN: Cedar Rapids, IA: Atlanta, GA: Naples, FL: Full time: Posted Today: R18156CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is growing and seeking to hire an experienced **Project Coordinator** to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.In this position you should have the following; excellent interpersonal skills with the ability to communicate at all levels. Strong problem solving and creative skills and the ability to exercise sound judgment. Most important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation. This role provides day-to-day coordination and administrative support across Enterprise Project Management Office (EPMO) projects and programs. This role helps ensure project schedules, documentation, communications, reporting, and governance activities are executed consistently and efficiently. Working closely with Project Managers, Program Managers, Business Analysts, and project team members, they maintain accurate project information, support project administration, and help ensure compliance with EPMO standards and methodologies. **How you’ll** ***create opportunities*** **in this Project Coordinator role:** * **Project Coordination & Scheduling:** Coordinate project meetings, ceremonies, and working sessions across one or more projects, including calendar management, room/Teams logistics, and agenda distribution. Track key dates, milestones, and deliverable due dates, and proactively flag upcoming or missed items to the responsible Project or Program Manager.* **Documentation & Governance Support:** 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. Support intake, prioritization, and project close activities, including checklist tracking and archiving of governance documentation.* **Reporting & Data Management:** Assist in the preparation of executive-ready status reports, steering committee materials, and portfolio dashboards. Maintain accurate and current project records in EPMO systems of record (e.g., PRISM/ServiceNow, Portfolio Assignment Tracker, MS Planner), and support basic reporting and data quality checks.* **Communication & Stakeholder Support:** Serve as a first point of contact for routine project inquiries. Draft and distribute meeting agendas, minutes, and follow-up communications. Track action items, decisions, and owners from project and program meetings through to closure.* **Onboarding & Continuous Improvement:** Support onboarding of new project team members to EPMO tools, templates, and standards. Assist in maintaining the EPMO knowledge base and templates, and help identify opportunities to streamline coordination and reporting processes. **What you will need:*** 2 years of relevant experience required* 1 year of project coordination, project management, administrative support, or business operations preferred* Experience supporting projects in professional services, consulting, or corporate environment preferred* Certified Associate in Project Management (CAPM) preferred.* High school Diploma or equivalent experience required + Bachelors degree preferred. **Technical Competencies:**Experience with Microsoft Outlook and Office Products (Word, Teams, Excel, etc.) #LI-DJ1