Job Description

We are…

…the golden standard for private wealth and estate planning. We are experts at crafting customtailored solutions designed to address the unique complexities of assets and personal family dynamics. We provide exceptional care. Attention to every detail of our clients’ needs is our highest priority. We strive to protect the value of each client’s estate and ensure that legacies live on for generations. We are not for everyone, but what we do matters to everyone. Those who choose us choose to be a part of something bigger than themselves. The people who will thrive here are people who want to serve others at the highest level. They want more out of a job than simply clocking in and clocking out. They want to be a part of a cause that builds up the people around them, including clients, team members, and themselves. We demand the best because the team, the law, and the client demand—and deserve—the best. And, if we do it right, then we will build something that outlasts all of us.

As a Project Management Coordinator …

… problem solving and strategizing energizes you, and you thrive under pressure. You view every problem as an opportunity to improve processes and relationships. You know that ending the day with a longer to do list than shorter is a sign that they are making things happen. You are passionate about providing a one-size-fits-one experience to clients and developing products that will encapsulate the sophistication and simplicity of McCullough. You are in love with the pursuit of building, growing, and creating products and processes worthy of the McCullough name.

As a Project Management Coordinator Your Day-to-Day May Involve…

• Developing strong and trusted relationships with clients and their advisors through timely and accurate communications

• Working directly with attorneys and the client relations management team to ensure best recommendations are made and fulfilled

• Gathering client information to proactively assess, clarify, and validate client needs on an ongoing basis

• Following up and follow through on client action items

• Reviewing documents and obtaining signatures

• Maintaining a comprehensive and accurate history for each client

• Building and maintaining solid relationships with team members and provide effective supervision

• Coordinating heavily with other client-facing team members to ensure the client is taken care of to the firm’s elevated standard of service

You will Find Success Here if …

… you exist to be a humble perfectionist; detail-loving, energized-by-work big thinker; team player who sees problems as opportunities; and is a relentless, never-satisfied improver...

Our Investment in Your Becoming begins with…

…your growth and development:

• Approximately 900 hours of professional, role specific training within your first 9 months.

• McCullough Law University

• Courses offered cover a range of topics, including emotional resilience and selfawareness, leadership, communication, teamwork, confidence, big picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Excel, rules of professional conduct, professional writing, how to read legal documents, recognizing and selling value, teaching and training skills.
• Approximately $20,000 in annual McCullough Law University enrollment

…your work-life synergy:

• 15 Paid Holidays

• Generous PTO

…your health and wellness:

• Health, dental, vision insurance, and life insurance with generous premium coverage

• VASA Gym Membership reimbursement

• Employee Assistance Program

…your investment in your current and future financial success:

• 401(k) matched up to 6%

• $50-$62k DOE.

Housekeeping:

• Location: Provo/Orem, Utah Area

• Status: Full-time, 100% onsite

• Schedule: Monday through Friday from 8:25 a.m. to 5:00 p.m.

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