Project Coordinator

About the role

Credent Wealth Management (CX Institutional, LLC d/b/a Credent Wealth Management) is a $4.5 billion Registered Investment Advisor headquartered in Indiana. Founded in 2018, the firm delivers commission‑free, transparent wealth‑management solutions and has been recognized on Forbes’ America's Top RIA Firms, Financial Advisor Magazine's RIA Ranking, and AdvisorHub’s RIAs to Watch. The Project Coordinator will support assigned project teams in requirements development, planning, and execution, using appropriate project‑management methodologies in a fast‑paced, client‑first environment.

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; maintain documentation for educational purposes and best practices
• Regularly review and share project metrics and timelines to ensure appropriate progress, especially related to longer-term projects/initiatives
• Proactively follow up on outstanding tasks
• 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
• Provide general administrative support as needed
• 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

Requirements

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

Skills

• Project management skills and ability to manage and maintain core processes
• Ability to quickly develop rapport and build trusting relationships
• Effectively present and communicate material in a manner that is easily understood
• Excellent verbal and written communication skills
• Exceptional listening skills and strong creative problem‑solving skills
• Self‑driven, independent, and adaptable
• Highly detailed, accurate, organized, and able to think beyond the current process
• Proficient in Microsoft Office suite (Word, Excel, Outlook)

Schedule

Monday through Friday; 8 AM to 5 PM