CLIENT SUMMARY
Founded in 2004, Founders Advisors is a Birmingham-based investment banking firm serving
middle-market business owners, entrepreneurs, and management teams nationwide. The
firm exists to serve leaders, their companies, and its own team with excellence, integrity, and
care.
Founders specializes in mergers & acquisitions advisory, capital raising, and strategic
consulting and is distinguished by a relational, servant-leadership culture that values
stewardship, humility, service, growth, and excellence. At its core, Founders believes business
can be a calling, not just a career, stewarding clients’ most important decisions while
investing in the growth and well-being of its people.
POSITION OBJECTIVE
The Practice Group Coordinator serves as the operational backbone of the practice group,
ensuring deal teams remain organized, aligned, and on track.
This role provides daily administrative and operational support to bankers and practice
leadership, manages internal systems and data accuracy, coordinates logistics and
communications, and ensures key deadlines and processes are executed with excellence.
The ideal candidate is highly detail-oriented, proactive, and systems-minded—someone
who thrives in a fast-paced, high-expectation environment and takes ownership of
outcomes, not just tasks.
POSITION KEY RESPONSIBILITIES
Deal Team & Administrative Support
● Provide daily administrative and operational support to bankers and practice leadership
● Maintain organized deal files and support documentation management
● Track deadlines and ensure required documentation and processes are completed
Data & Systems Management
● Perform accurate and timely data entry
● Maintain internal systems and databases with precision
● Ensure data integrity and compliance with firm standards
Calendar & Logistics Coordination
● Manage calendars and coordinate internal meetings
● Assist with internal communications and cross-team coordination
● Coordinate logistics for client dinners and team dinner meetings (reservations,
confirmations, scheduling)
Process & Workflow Support
● Monitor workflows to ensure accountability and timely execution
Identify opportunities to improve systems and internal processes
● Support recruiting and onboarding logistics when applicable
SKILLS & EXPERIENCE NEEDED
Required Experience
● 2–4 years of experience in an administrative, operations, or coordination role
● Experience performing detailed data entry and maintaining systems/databases
● Experience managing calendars, coordinating meetings, and handling logistics
● Demonstrated ability to manage multiple priorities and meet deadlines
Preferred Experience
● Experience supporting executives, deal teams, or senior leadership
● Background in financial services, investment banking, professional services, or corporate
environments
● Experience coordinating recruiting or onboarding logistics
● Exposure to client-facing environments or event coordination