Project Coordinator

The Project Coordinator supports the execution of client-facing and internal projects across Cornerstone’s core practice areas. Working under the guidance of Enterprise Program Management leadership, the role ensures project activities run smoothly, schedules are maintained, documentation is accurate, and client expectations are met. This position plays a critical role in facilitating communication, tracking progress, and supporting successful project outcomes for Cornerstone’s banking and FI clients.

Key Responsibilities

• Coordinate and monitor project tasks to ensure timely and efficient execution.
• Provide administrative and logistical support to project teams.
• Maintain accurate project documentation, including schedules, meeting notes, and status reports.
• Track milestones and project deliverables; communicate deviations and collaborate on resolutions.
• Support development of client-facing presentations and internal project updates.
• Facilitate meetings by preparing agendas, capturing decisions, and following up on action items.
• Assist in managing project budgets and timelines.
• Collaborate with cross-functional teams across Cornerstone to ensure project alignment.

Knowledge and Skills

• Proficiency in Microsoft Office Suite and collaboration platforms such as SharePoint and Teams.
• Familiarity with project management tools like Smartsheet and Microsoft Project.
• Understanding of project management frameworks (Agile, Waterfall).
• General awareness of banking and financial services environments.

Problem Solving/Analysis

• Identifies project issues through close monitoring and analysis of timelines and performance.
• Works with project lead(s) to troubleshoot delays, resourcing issues, or process inefficiencies.
• Proposes and implements timely solutions while keeping stakeholders informed.
• Evaluates outcomes and adjusts approaches to support continuous project improvement.

Business Impact and Scope

• Directly contributes to on-time, on-budget project delivery.
• Ensures stakeholder alignment and team coordination to reduce risk and increase client satisfaction.
• Plays a key support role in the delivery of services to clients.

Communication and Collaboration

• Engages effectively with internal teams, clients, and vendors.
• Communicates status, updates, and concerns clearly and professionally.
• Builds rapport across diverse teams and client roles to facilitate project success.

Influence Responsibility/Level of Interaction

• Fosters a positive team environment and professional external relationships with clients.
• Influences collaboration and consensus through information sharing and reliability.
• Manages expectations and timelines across internal and external stakeholders.

Supervisory Responsibility and Autonomy

• Supervisory Responsibility: None
• Autonomy: Operates with moderate independence under the guidance of the Project Coordinator Team Manager or Project Manager. Responsible for managing assigned tasks, escalating issues appropriately, and making routine project decisions within defined parameters.

Technical Skills

• Intermediate-to-advanced Microsoft Office proficiency
• Experience with project coordination tools (Smartsheet, MS Project)
• Basic knowledge of project management practices
• Familiarity with financial services industry (preferred)

Soft Skills

• Excellent communication (verbal and written)
• Strong organizational and time management abilities
• Adaptability and flexibility in a fast-paced consulting environment
• Team-oriented with a client-service mindset
• Attention to detail and follow-through
• Analytical thinking and proactive problem solving

Minimum Qualifications

• High school diploma or equivalent
• 2-5 years of experience in project coordination or other similar project administrative support
• Proficiency with Microsoft Office, Teams, and SharePoint

Preferred Qualifications

• Experience in financial services or consulting
• Exposure to project methodologies (Agile, Waterfall)

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Cornerstone Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.