Full-Time

Projects Coordinator

Operations

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services

Compensation Overview

$55k - $65kAnnually

+ Overtime

Entry, Junior

Irvine, CA, USA

Hybrid position requiring in-office presence on Tuesday and Thursday.

Category
Supply Chain Management
Warehouse Operations
Operations & Logistics
Required Skills
Customer Service
Data Analysis
Requirements
  • Bachelor’s Degree or equivalent experience
  • 1-2 years of experience
  • Previous work experience at a professional services firm (accounting, law firm, etc.) a plus
  • Proficient in Microsoft Suite (particularly Word, Excel, and Outlook)
  • Excellent organizational skills - must be meticulous and able to produce accurate results
  • Demonstrate sound professional judgment, problem solving, and critical thinking skills
  • Ability to manage and complete multiple tasks in a fast-paced environment
  • Ability to produce creative ideas and solutions
  • Strong written and verbal communication and comprehension skills
  • Initiative-taker and works well within a group setting
  • Collaborator who keeps interest of team and firm first
  • Excellent people skills/customer service orientation
Responsibilities
  • Create and maintain comprehensive project documentation, including tracking spreadsheets, reports, and feedback
  • Create project templates in Word, Excel, and Adobe
  • Provide regular status updates to team members and stakeholders
  • Be proactive in following-up on outstanding items and tasks to ensure projects are completed in a timely manner
  • Research and contact vendors for firm events and webinars
  • Handle logistics for firm events including but not limited to, scheduling, communication, and producing
  • Play an active role in executing initiatives for the following committees: Community Service, Women’s Initiative, Senior Advisory Council, Manager Advisory Council, Diversity Equity and Inclusion (DEI), and Environmental and Social Governance (ESG)
  • Analyze existing operations and workflows to identify areas for improvement
  • Organize and update various data sets and reports
  • Handle routine/recurring tasks requiring a high level of confidentiality
  • Schedule meetings and maintain detailed notes providing meeting minutes when necessary
  • Assist in other areas of the firm, as needed

HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses in various sectors, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate different stages of their business lifecycle. HCVT stands out from competitors by combining Big Four and Middle Market Investment Banking experience to provide practical guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1991

Growth & Insights
Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • HCVT's specialized knowledge in California's complex tax environment can provide significant tax savings and compliance benefits for clients.
  • The firm's comprehensive service offerings, from M&A advisory to CFO advisory, make it a one-stop shop for businesses at various stages of their lifecycle.
  • HCVT's supportive, employee-centric culture and industry accolades make it an attractive workplace for top talent.

What critics are saying

  • The firm's strong focus on California could limit its growth opportunities in other states or regions.
  • Dependence on high-net-worth individuals and specific sectors like real estate and entertainment may expose HCVT to market volatility.

What makes HCVT unique

  • HCVT's strong focus on California allows it to specialize in the state's unique tax and regulatory environment, unlike national firms with a broader but less specialized focus.
  • The firm's blend of Big Four and Middle Market Investment Banking experience provides clients with both high-level strategic insights and practical, actionable advice.
  • HCVT's commitment to diversity, equity, and inclusion (DEI) is reflected in its top 10 ranking in all four diversity categories, setting it apart from many competitors.

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