Experienced Operations & Project Coordinator for Ai Client Intelligence System Development

A financial advisory business is seeking a highly organized and proactive Operations & Project Coordinator to manage the build and ongoing development of an AI-powered client intelligence system. This is a part-time, freelance role with flexible hours, requiring a commitment of 1-2 days per week. While the project involves a technical system, the core requirement is strong project and process management, not purely technical development.

The successful freelancer will work closely with the principal, who handles strategic and architectural decisions. Your primary responsibility will be to ensure project momentum, track outstanding tasks, identify and flag blockers, and coordinate various workstreams.

Key Responsibilities:
* Manage the system build across defined phases, from completing database and document architecture to testing and client readiness.
* Coordinate effectively with a dedicated developer for specific integration workstreams.
* Maintain high data quality and workflow discipline throughout the system.
* Develop and refine automation prompts to enhance system efficiency.
* Source and brief external specialists as needed to support project goals.

We are looking for a professional with:
* Proven experience in project and process management.
* Familiarity with data management and automation concepts (including Claude, Airtable etc).
* Strong attention to detail and a proactive approach to problem-solving.
* Excellent written communication skills in English.
* Ability to work independently within a clearly defined framework.
* Experience in professional services, financial services, or startup environments is a plus.

This role is ideal for someone who thrives in a dynamic environment and can effectively coordinate complex projects to successful completion.