Job Description

Project Coordinator

Location: On-site

About the Role

We're looking for a detail-oriented Project Coordinator to help plan, organize, and execute projects from kickoff through completion. In this role, you'll keep work moving by coordinating tasks, managing schedules, maintaining documentation, and keeping everyone aligned. You'll also partner closely with the marketing team on their intake process — gathering requirements, organizing incoming requests, and helping prioritize the work that supports advisors and day-to-day decision-making. If you thrive on juggling multiple priorities and take pride in keeping projects on track, we'd like to hear from you.

Key Responsibilities

• Support a variety of projects by coordinating tasks and ensuring timely progress
• Coordinate meetings, take minutes, and track action items and responsibilities
• Create and maintain project schedules, responsibility lists, and status summaries
• Receive, organize, and file project documentation, including purchase orders, budgets, payroll, and contracts
• Assist the marketing team with the intake process — gathering requirements and organizing incoming requests
• Help evaluate and prioritize incoming requests to support advisors in decision-making
• Ensure smooth communication and alignment between stakeholders and project teams
• Work closely with the project manager to ensure project objectives and deadlines are met

What Success Looks Like

• Confidently manages multiple priorities at once
• Key deadlines are consistently met
• Maintains a strong focus on delivering a positive advisor experience

Required Skills & Qualifications

• Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong communication and customer service skills
• Excellent time management and organizational skills
• Strong attention to detail
• Proven ability to collaborate effectively across teams
• Ability to manage competing priorities and meet deadlines

Preferred Qualifications

• Experience with Salesforce
• Familiarity with workflow or project software such as Microsoft Project
• Experience building presentations in PowerPoint

About SBS Creatix

SBS Creatix is a trusted staffing and consulting firm delivering high-quality talent to enterprise clients nationwide. We are known for our personalized approach, strong client partnerships, and commitment to placing professionals in roles where they can grow and make an impact.