Project Coordinator

The Project Coordinator supports senior leadership in Chartwell’s Valuation practice. This position blends project coordination with day-to-day administrative support, working closely with executives to ensure the smooth execution of client engagements, internal practice area processes, and overall business functions. An ideal candidate for this support-focused role anticipates needs, thinks through each task to the next step, and takes initiative to make the balance of leadership’s work easier.

Essential Job Functions

• Project Coordination : ERP database management of client, contact, and project records, including generating and distributing practice area reports. Prepare client-facing materials such as introductory presentations, proposals, confidentiality agreements, engagement letters, final reports, and other deliverables. Create project network folders and shared data room portals to ensure secure handling of confidential client materials. Monitor project timeline progression, attend internal practice area meetings, record and publish team meeting notes, and perform action item follow ups as needed. Support practice area specific processes and initiatives as directed.
• Administrative : Internal and external meeting coordination, calendar management, travel coordination, printing and binding support, and ad hoc tasks as requested.

Role Expectations

• Must be dependable, punctual, and in-office Monday through Friday 8:00am - 5:00pm
• Champion of culture with a friendly, upbeat personality and genuine eagerness to help others
• Professional personal presentation and proactive, service-oriented mindset
• Ability to organize and prioritize work, meet deadlines, and anticipate next steps
• Positive attitude and focused on a collaborative approach, readily shifting tasks and priorities to meet the needs of the whole team
• Strong verbal and written communication skills
• Flexibility and willingness to adapt hours to periods of peak activity when needed
• Acute attention to detail and dedication to providing high-quality work products
• Self-motivated and ability to think problems through – always bringing solutions, not just questions
• Strong project and time management skills, anticipating needs and following through before being asked

Qualifications

• 5+ years of experience providing administrative and/or project management support, preferably in a professional services or financial advisory setting
• Demonstrated experience in MS Office (Excel, Word, PowerPoint, Outlook, TEAMS)
• Experience in handling sensitive/confidential information
• Extensive experience with ERP/CRM database management, Deltek Vantagepoint preferred