Project Coordinator

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Merit Financial Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

💰 Secondary market on 2025-08

Finance • Insurance

Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.

📋 Description

• Prepare presentations, dashboards, reports, correspondence, and summaries • Coordinate meetings, leadership team meetings, and strategic planning sessions • Manage follow-up activities • Provide administrative support to leadership, including calendar management, meeting coordination, travel arrangements, and expense reporting • Maintain confidentiality of sensitive company and employee information • Develop and maintain schedules, timelines, action item logs, and project documentation • Track project and initiative milestones, deliverables, risks, dependencies, and mitigation plans • Schedule and facilitate project meetings, prepare agendas, capture meeting minutes, and distribute follow-up action items • Coordinate communication between internal departments, external vendors, and business partners • Ensure compliance with organizational policies, procedures, and project management standards • Escalate project concerns, delays, and risks to appropriate leadership when necessary • Assist with sending Docusigns, filing, and document management • Perform other related duties and responsibilities as assigned

🎯 Requirements

• Location: Alpharetta, GA (HQ) • EST or CDT time zone required • 3+ years of project coordination, project administration, business operations, or related experience • Bachelor's degree in Business or a related field preferred • Experience supporting multiple concurrent projects and cross-functional teams • Experience preparing executive-level reports and presentations preferred • Financial services industry experience preferred • Strong organizational and time management skills • Exceptional attention to detail and accuracy • Ability to prioritize competing demands in a fast-paced environment • Excellent written and verbal communication skills • Advanced proficiency with Microsoft Office Suite, including Excel, PowerPoint, Word, Teams, and Outlook • Experience with project management software preferred • Ability to maintain confidentiality and handle sensitive information appropriately • Strong analytical and problem-solving skills • Ability to build collaborative working relationships across all levels of the organization • Knowledge of project management principles, methodologies, and reporting practices

🏖️ Benefits

• Medical Insurance • Dental/Vision Insurance • Life & Personal Accident Insurance • Short-term Disability Insurance • Long-term Disability Insurance • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA • 401(k) Plan with company matching • Paid Time Off (PTO) and paid holidays