Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young and fast-growing company, dedicated to our craft and focused on providing customized solutions, exceptional customer service, and high quality products to our clients.
Description
The Strategic Organizational Planning Project Coordinator assists the team in all project-related tasks focused on helping clients with the creation of equity sharing plans for their staff, development of employee resources, and compensation research, as well as the implementation of death and disability agreements for business owners. Tasks include developing core strategies for projects, creating project deliverables, communicating with clients, and monitoring team projects. The position requires a high level of independent work and strong organizational, analytical, and communication skills. We are searching for a self-starter who is detail-oriented and loves to work in a team environment.
Key Responsibilities
1. Project Planning and Coordination:
- Supports projects from inception to completion by coordinating tasks, tracking progress, and ensuring deadlines are met
- Prepare meeting agendas, materials, and presentations
- Prepares project deliverables, including, but not limited to form contracts, cash flow models, amortization schedules, memos, reports, presentations, and other project resources
- Reviews other service deliverables such as governance documents, valuations, contracts, and models to assist with project completion
- Monitors project progress and identifies potential risks or issues, promptly addressing them to keep projects on track
- Attends client meetings and take meeting minutes
- Other project-based tasks, as assigned
2. Communication and Reporting:
- Addresses inquiries and directs individuals to appropriate contacts
- Schedules client calls with team, as needed
- Proactively facilitates communication with or directly communicates with clients, written and verbal
- Distributes meeting minutes, status updates, or to-do list items to clients
- Highlights key metrics, achievements, and challenges to Project Manager
- Provides clear updates and action items to project team
3. Documentation and Records:
- Create, monitor, and complete tasks in CRM system
- Maintain electronic files and records
- Ensure project files are organized and accessible for future reference
4. Process Improvement:
- Continuously assess project coordination processes and propose improvements for increased efficiency and effectiveness.
5. Research Tasks:
- Stay informed of recent industry updates
- Stay informed of recent updates impacting your services provided by the Strategic Organizational Planning team
- Other research-related tasks, as needed
Qualifications
- Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
- Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
- Excellent written and verbal communication skills
- Attention to detail
- Ability to multitask and prioritize effectively
- Strong organizational skills
- Team player with a positive “can do” attitude
- Experience with employment law and long-term incentive plans, preferred
- Experience with contract preparation/legal writing, preferred
- Knowledge of the financial services industry, preferred
- Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field