Project Coordinator (Financial Services)

TL;DR

Project Coordinator (Financial Services): Providing administrative and project coordination support for early-career programs and the Practice Management department with an accent on program logistics, scheduling, and training initiatives. Focus on coordinating internship and apprentice activities, managing CRM data, and executing event logistics for advisor training.

Location: Must be based in Seattle, WA, Vancouver, WA, or Lake Oswego, OR

Salary: $27.00 – $36.00 per hour

Company

hirify.global is an independent, employee-owned financial services company with a 90-year history of integrity and ethics.

What you will do

• Coordinate early-career talent programs, including interview scheduling, onboarding logistics, and candidate communications.
• Plan and execute training and event logistics for workshops, webinars, and coaching calls.
• Lead monthly check-in calls with new advisors and maintain activity records in the CRM.
• Manage department shared drives and intranet pages to ensure materials are current and accessible.
• Produce recurring and ad hoc reports and dashboards to track metrics for leadership.
• Create content for the Wealth Management Summer Internship Program and advisor training curriculum.

Requirements

• Bachelor’s degree in business, communications, marketing, or a related field.
• 2–3 years of experience in project coordination or financial services.
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint).
• Ability to maintain regular attendance in the specified office locations.
• Ability to travel and work overtime as required.

Culture & Benefits

• Comprehensive Medical, Dental, and Vision insurance.
• Company 401(k) and ESOP contributions.
• Generous sick, vacation, and maternity/parental leave.
• Tuition reimbursement with a $15,000 lifetime cap.
• Charitable gift-matching program and a tradition of community impact through Davidson Day of Giving.