Project Coordinator

Project Coordinator Opportunity in Financial Services

Project Coordinator

Location(s):     2300 Windy Ridge Parkway, Atlanta, GA  30339 


Advisor Group’s Enterprise Program Management Office (EPMO) is looking for a driven and motivated individual to join the team as Project Coordinator with experience in Finance or a related industry. This role is primarily responsible for supporting the Program and Project Managers to include tracking of project activities, assisting with reporting and ensuring proper meeting minutes and action items are collected and acted upon.

Why Advisor Group?

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
  • New, professional, and collaborative working environment where parking is provided


  • Partner closely with Program and Project Managers to support various project activities, including note taking, documentation of action items and updating of project plans.
  • Interface daily with  Project or Program Manager(s); tracking project activities, maintaining project schedule and documentation. Work closely with and follow-up with business partners on issues and status, driving action items to completion.
  • Set up meetings and follow ups for the project manager.
  • Participate in Team Meetings and then follow-up with meeting tasks and to-do lists.
  • Manage all data entry and database management as well as project plan updating, as necessary.
  • Review, follow-up and validate all milestone deliverables with contractors in a timely manner.
  • This role will additionally act as the administrative assistant to the Program Manager.
  • Intermediate to expert level skills with online PM tools i.e. MS Project or other PM tools.  Experience with TEAMS, OneNote, and the like are highly desired.
  • Must be diligent, proactive and work professionally with all personnel. 
  • Highly accomplished in working with all functions of MS Outlook email client.
  • Communicate and accurately convey information to all relevant stakeholders in a concise and clear manner
  • All other duties as assigned

Education Requirements:

  • Bachelor’s Degree Preferred, H.S Diploma or GED certificate + significant practical experience will be considered.

Basic Requirements:

  • 3+ years’ experience as a project analyst or project coordinator in a multi-disciplinary environment
  • High level of expertise with Microsoft Office (including MS Project)
  • Excellent communication, facilitation and organizational skills
  • Ability to interact with all levels of the organization in both technical and business areas successfully
  • Experience with RAID Entry, reporting, follow-ups.

Preferred Requirements:

  • Work experience in the financial services sector
  • Proficient w/ TEAMS, SharePoint & OneNote preferably with some configuration skills
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.