Project Coordinator

Merit Financial Advisors

. Prepare presentations, dashboards, reports, correspondence, and summaries .

Posted 10/14/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong project coordination and administrative support capabilities, with advanced proficiency in Microsoft Office Suite and experience in managing multiple concurrent projects. Maintains confidentiality and ensures compliance with organizational policies while effectively communicating across all levels of the organization.

Highest-signal resume keywords

Project CoordinationMicrosoft Office Suite ProficiencyFinancial Services Industry ExperienceStrong Organizational SkillsExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project Management PrinciplesProject AdministrationBusiness OperationsExecutive-Level ReportingAttention to DetailTime ManagementAnalytical SkillsProblem-Solving Skills

Soft Skills

CollaborationConfidentialityPrioritization

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft TeamsMicrosoft OutlookProject Management Software

Industry Keywords

Financial ServicesCross-Functional TeamsOrganizational PoliciesProject DocumentationMeeting Coordination

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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