Project Coordinator - Corporate Finance

About the role

The Project Coordinator supports senior leadership in Chartwell’s Corporate Finance practice. This position blends project coordination with day-to-day administrative and office operations support, working closely with executives to ensure the smooth execution of client engagements, internal processes, and overall office functions.

Responsibilities

• ERP database management of client, contact, and project records, including generating and distributing practice area reports.
• Prepare client-facing materials such as introductory presentations, proposals, confidentiality agreements, engagement letters, final reports, and other deliverables.
• Create project network folders and shared data room portals to ensure secure handling of confidential client materials.
• Monitor project timeline progression, attend internal practice area meetings, record and publish team meeting notes, and perform action item follow-ups as needed.
• Support practice area-specific processes and initiatives as directed.
• Reception area management, supply inventory and ordering, delivery and office equipment coordination, visitor assistance, building management liaison.
• Conference room scheduling, catering orders, meeting setup and cleanup, internal and external meeting coordination.
• New hire onboarding assistance, calendar management, travel coordination, printing and binding support, and ad hoc tasks as requested.

Role Expectations

• Must be dependable, punctual, and in-office Monday through Friday 8:00am - 5:00pm.
• Champion of culture with an upbeat personality.
• Professional personal presentation and proactive, service-oriented mindset.
• Ability to organize and prioritize work and meet deadlines with little oversight.
• Ability to work cooperatively with other support team members.
• Strong verbal and written communication skills.
• Flexibility and willingness to adapt hours to periods of peak activity.
• Acute attention to detail and a dedication to providing high-quality work products.
• Willingness to work hard with a positive attitude.
• Self-motivated and ability to problem solve.
• Strong project and time management skills.

Qualifications

• 5+ years of experience providing both administrative and project management support, preferably in a professional services, financial advisory, or investment banking setting.
• Demonstrated experience in MS Office (Excel, Word, PowerPoint, Outlook, Teams).
• Experience in handling sensitive/confidential information.
• Extensive experience with ERP/CRM database management, Deltek Vantagepoint preferred.

Schedule

Monday through Friday, 8:00am - 5:00pm (in-office).