Project Coordinator

Job Description

Job Description

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful service, planning, and investment solutions, promising clients that they are "Advisors Who Care as Much as You Do." Since their inception in 2018, Credent has grown strategically through a combination of organic growth and acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans and protect their clients. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America's Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdivsorHub’s RIAs to Watch since 2023. For more information, visit CredentWealth.com.

Project Coordinator

The Project Coordinator will support and collaborate with assigned project teams in requirements development, planning, and execution. Utilizing appropriate project management methodologies, this role will define, create, coordinate and must be highly adaptable with a strong ability to multi-task in a faced-paced environment.

Job 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

Equipment Used:

• Standard office equipment
• Project Management Software (ClickUp)
• CRM software (Salesforce)
• Microsoft Office Suite
• Cloud-based Storage Software (Box)
• Expense reporting software (Concur)
• Zoom

Hours:

• Monday through Friday; 8 AM to 5 PM

Knowledge, Skills, & Abilities:

• 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)

Education and Experience:

• Bachelor's degree in business, project management, communications or related field
• 1+ years in Project Coordination, Administrative Support, or related role