Project Coordinator

Overview

We are seeking a highly organized and client-focused professional to join our team as a Senior Service Support Specialist / Project Coordinator
. This role sits at the intersection of client service, operations, and project coordination—supporting financial advisors, internal stakeholders, and client initiatives while ensuring a seamless, high-quality service experience.

Client Service & Advisor Support

• Serve as a primary point of contact for incoming inquiries via phone and written communication from clients, advisors, and internal partners.
• Provide accurate, timely, and complete responses while delivering a high-quality client experience.
• Partner with Financial Advisors to support business plans and execute against a defined client service model.
• Perform daily administrative and operational tasks including calendar management, travel coordination, expense reporting, and meeting logistics.
• Maintain and organize documentation, files, and records.

Project Coordination & Execution

• Support multiple projects simultaneously by coordinating tasks, tracking progress, and ensuring deadlines are met.
• Assist with intake of new requests, including gathering requirements and organizing workflows.
• Help evaluate and prioritize requests to support advisor decision-making.
• Ensure effective communication and alignment across stakeholders and project teams.
• Monitor project milestones and proactively address potential risks or delays.

Marketing & Business Support

• Assist with maintaining marketing materials, including digital and social media content.
• Support client event planning, seminars, and advisor engagement initiatives.
• Contribute to internal initiatives and business improvement efforts.

Training & Development

• Actively participate in training programs, professional development, and ongoing education.
• Stay current on policies, procedures, systems, and firm capabilities.
• Maintain knowledge of tools and platforms to effectively support clients and advisors.

What Success Looks Like

• Effectively manage multiple priorities in a fast-paced environment.
• Consistently meet key deadlines and deliverables.
• Deliver a positive and seamless experience for advisors and clients.
• Demonstrate strong collaboration and communication across teams.

• High school diploma required; bachelor’s degree preferred.
• Prior experience in customer service, operations, or administrative support.
• Experience coordinating tasks or supporting projects is a plus.
• Financial services experience is a plus but not required.
• Proficiency in Microsoft Office (Excel, Word, Outlook);
  Salesforce experience is a plus.
• Strong typing and computer skills.

• Excellent verbal and written communication.
• Strong interpersonal and client service skills.
• High attention to detail and organizational ability.
• Ability to multitask and manage competing priorities.
• Sound judgment, problem solving, and conflict resolution skills.
• Adaptability and comfort in a fast-changing environment.
• Collaborative mindset with a proactive, resourceful approach.

• Onsite role with flexibility for one remote day per week.
• Flexible working hours based on team and business needs.
• Initial project duration of approximately 6 months.

• Two rounds:
  Initial interview with hiring leader.
• Final interview with team for introduction and alignment.

We offer a comprehensive benefits package that includes medical, dental, vision, life, disability, a 401(k) plan with company match after 12 months, an employee stock purchase program, a health savings account, an employee assistance program, corporate discount savings, and professional development resources.

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

We consider qualified applicants with criminal histories in a manner consistent with applicable law.