For advisory firms and RIAs, a Project Coordinator plugs into the new-client onboarding and annual review prep — taking on project plans and status reports so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including Asana and ClickUp alongside Redtail, and inherit the SOPs your team has already documented.
Every Project Coordinator we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Project Coordinator for Financial Services ships the weekly project status report (weekly) and the clean pm tool (weekly), plus the recurring work that defines the role: build and maintain project plans, milestones, and dependencies, and run weekly status reporting with risks, blockers, and next steps. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.