Advisory Project Coordinator

We are mission-driven to advance wellbeing across the Quality of Life ecosystem through impactful leadership. Come join us!

This is an exciting opportunity for a motivated, proactive, team player with emphasis on organization, customer service, professionalism, and quality. The Advisory Project Coordinator is part of the Leadership Advisory Practice and provides administrative support to Leadership Advisory consulting staff by providing strong communication, demonstrated technical skills, and ability to problem-solve and anticipate and address potential issues in advance.

The position will provide logistical and operational support within the Leadership Advisory Practice including travel coordination; calendar and time management; document production; database management; and event coordination while collaborating in a team-oriented environment.

The workflow varies from routine to heavy and is deadline driven. Focus is on exceptional customer service and high-quality work. Team members are expected to be self-starters with a sense of responsibility, urgency, and ownership toward their work.

Work will be conducted in a remote or hybrid environment; occasional travel for in-person meetings is required (minimal). The Advisory Project Coordinator role reports to the Operations Manager, Leadership Advisory.

This position offers a base salary of $58,000 to $75,000, plus a 5% target bonus. Salary within our ranges is determined by your education, experience, knowledge, skills, location, and abilities, as required by the role, as well as internal equity and alignment with market data. Witt Kieffer offers a full benefits package including medical, dental, vision, 401(k), life and disability insurances, and generous paid time off.

Provide administrative support with all aspects of projects including but not limited to:

Project Coordination:

• Serve as a coordinator to support the Practice Leader and consultants in organizing and managing the clients through coordination of tasks and activities.
• Proactively drives business priorities and needs of the Practice Leader, search consultants, and clients.
• Manage coordinating dates, setting appointments, and general calendar management for the Practice Leader.
• Support Clients with high level of customer service.
• Support planning and scheduling meetings. Coordinate travel as appropriate for meetings.
• Project tracking for engagements.
• Support the tracking and processing of invoices and expenses for services.

Team Collaboration and Communication:

• Demonstrate professional communication skills verbally (in person and phone) and written (correspondence, report writing, proofreading, email, proposals, etc.) with internal and external individuals.
• Develop a partnership with consultants built on communication, trust, and teamwork.
• Successfully collaborate across multiple departments and practices to ensure quality and timing of project deliverables.
• Provide a high level of confidentiality and communication.
• Provide back-up assistance and support for other team members when necessary.

Document and Data Management:

• Create, edit, and proofread client deliverables including memos, proposals, and fee letters, all in accordance with the firm's brand standards.
• Help track and manage tasks and project related information with the appropriate tools.

Qualifications:

• Bachelor's degree preferred.
• At least two years of experience in business operations or working on project teams.
• Proficient with Microsoft Office Suite, excellent Excel skills, and experience with collaboration technologies (e.g., Zoom, Microsoft Teams, SharePoint, etc.).
• Experience with project management tools and software tools used to build flow charts and process diagrams (e.g., Gantt charts, Visio).
• Proven ability to learn and navigate new software tools and applications.
• Previous experience in professional service organizations.
• Experience creating, proofreading, and editing business documents with the ability to make recommendations for improvements.
• Excellent analytical and problem-solving abilities.
• Attention to details.

Critical

Competencies:

• Collaborative: Establishes open, candid, and trusting relationships. Demonstrates exceptional verbal and written communications skills; proactively and constructively share information, ideas, and feedback with others.
• Committed: Self-motivated and deadline driven work ethic. Independently manages operational tasks to completion. Strong organizational and multi-tasking skills. Pays attention to the details and produces quality outputs and/or experiences.
• Adaptive: Ability to be flexible and re-prioritize work, as requested and needed. Responds resourcefully to new demands and challenges. Encourages new ways of looking at problems, processes, or solutions. Helps others positively embrace change. Works constructively and calmly under stress and pressure.
• Growing: Demonstrates a "can-do" attitude and willingness to always be learning and perform a wide variety of tasks required to…