Planning and Administration Coordinator (Financial Services)

Location: Charlotte, North Carolina, United States; hybrid, with at least four days per week in the office and flexibility to work from home one day per week. Applicants must already have U.S. work authorization that does not now or in the future require visa sponsorship.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Coordinate departmental priorities, schedules, deliverables, and administrative activities.
• Plan and support meetings, town halls, events, presentations, communications, and related logistics.
• Prepare reports, analyze information, track expenses, and develop materials for leaders and stakeholders.
• Support programs, performance management activities, process improvements, and business communications across internal teams.
• Track and organize program and departmental data while communicating updates and deadlines to stakeholders.
• Coordinate small projects from planning through completion and identify opportunities to improve efficiency and organizational effectiveness.

Requirements

• 3–5 years of administrative, coordination, project management, or related experience, with the ability to manage multiple priorities.
• Associate degree or equivalent combination of education and relevant experience.
• Experience building collaborative relationships and working effectively across teams and stakeholder groups.
• Strong proficiency with Microsoft Office and standard business technology tools.
• Excellent communication, organization, problem-solving, and critical-thinking skills.
• Ability to manage confidential information with discretion and sound judgment.
• Self-motivated, independent, and proactive, with the ability to work with limited direction.

Culture & Benefits

• Client-centric, relationship-based working environment.
• In-person collaboration is foundational to the business.
• Hybrid schedule with four office days and one work-from-home day per week.
• Inclusive and accessible recruitment process with reasonable accommodation support.