Project Coordinator

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function
The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as  the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other
Primary Qualifications:
•    Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience).
•    2–3 years of experience in project coordination/management and/or financial services preferred.
•    Strong written, verbal, and interpersonal communication skills.
•    Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
•    Highly organized, proactive, and able to work independently.
•    Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred.
•    Ability to maintain regular attendance, work overtime as needed, and travel as required.
Primary Duties:
•    Coordinate early-career talent programs (internship, experienced intern,...