Background

CDL was founded in early 2003 by its current Managing Director Lucy Mmari.Within her 14 year tenure in a well established logistics company, She honed her skill in human resources management and thereafter started CDL.

Position Summary

The PE Practice Project & Administrative Support Coordinator will serve as the behind-the-scenes operational engine of the client's Private Equity practice.

Responsibilities

• Coordinate multiple parallel projects and workstreams.
• Manage the PE Practice Leader’s EmmerScale calendar.
• Track deliverables, timelines, and action items.
• Maintain accurate Monday.com boards.
• Support Slack communication and information flow.
• Prepare meeting materials and follow-up.
• Update documentation and SOPs.
• Use Claude and other AI tools to accelerate administrative workflows.
• Support onboarding activity when needed.
• Provide light HubSpot administrative support.
• Ensure important details do not fall through the cracks.

Additional Notes

This is not a client-facing role. The coordinator may attend meetings in a silent support capacity to capture notes and action items, but will not lead meetings, contact clients directly, conduct outreach, or own client relationships.

• Coordinate multiple parallel projects and workstreams.
• Manage the PE Practice Leader’s EmmerScale calendar.
• Track deliverables, timelines, and action items.
• Maintain accurate Monday.com boards.
• Support Slack communication and information flow.
• Prepare meeting materials and follow-up.
• Update documentation and SOPs.
• Use Claude and other AI tools to accelerate administrative workflows.
• Support onboarding activity when needed.
• Provide light HubSpot administrative support.
• Ensure important details do not fall through the cracks.
• Track multiple concurrent projects and workstreams across the Private Equity practice.
• Maintain visibility into action items, owners, deadlines, dependencies, deliverables,next steps, and project status.
• Follow up with internal stakeholders on outstanding tasks and deliverables.
• Help ensure nothing stalls, gets overlooked, or is dropped.
• Provide the PE Practice Leader with a clear view of what requires attention.
• Maintain accuracy and urgency while managing multiple simultaneous priorities.
• Manage the PE Practice Leader’s calendar.
• Schedule and reschedule meetings.
• Coordinate availability across project and team calendars.
• Identify and resolve scheduling conflicts.
• Adjust meetings when priorities or availability change.
• Help prepare the Practice Leader’s calendar for upcoming work.
• Provide light calendar support for internal or non-PE Practice work when needed.
• Support day-to-day communication flow within the client's Slack environment.
• Monitor assigned channels and relevant internal communications.
• Surface important information and outstanding action items.
• Post internal updates as directed.
• Help ensure requests communicated through Slack are captured and followed through.
• Maintain organized and timely communication across project teams.
• Use scheduled Slack messaging when appropriate to support different working hours and time zones.
• Prepare materials and documentation before meetings.
• Organize meeting-related information.
• Capture clear and structured notes.
• Identify decisions, action items, owners, and deadlines.
• Track follow-up responsibilities after meetings.
• Ensure actions are documented and completed.
• Attend meetings in a silent support capacity when required.
• Do not present, lead discussions, or independently engage clients.
• Track deliverables, deadlines, milestones, and project commitments.
• Keep timelines current across active workstreams.
• Identify overdue or at-risk items.
• Follow up on approaching deadlines.
• Help maintain visibility into what is on track and what requires intervention.
• Provide concise updates to the PE Practice Leader.
• Maintain day-to-day project board hygiene.
• Update statuses and task progress.
• Maintain task ownership and due dates.
• Add updates when work progresses.
• Flag overdue items.
• Keep project information current and accurate.
• Work primarily within boards and structures already created by project leadership.
• Use basic Monday.com proficiency to support information sharing and project updates.
• Maintain and update existing operational documentation.
• Update SOPs as processes change.
• Use meeting transcripts, notes, or instructions to revise documentation.
• Prepare updated drafts for review.
• Organize process information clearly.
• Maintain documentation so it remains accurate and transferable.
• Support Trainual or other knowledge-management systems when required.
• Use Claude or another approved large language model as a daily work tool.
• Summarize meeting transcripts.
• Identify and organize action items.
• Prepare first drafts.
• Consolidate notes and information.
• Support recurring administrative workflows.
• Work within existing Claude Projects and established instructions.
• Use AI to increase speed, consistency, and accuracy.
• Apply sound judgment when reviewing AI-generated outputs.

• Project Coordination
• Calendar Management
• Slack Communication
• Meeting Logistics & Follow-Up
• Deliverable & Timeline Tracking
• Monday.com Board Management
• Documentation & SOP Support
• AI-Assisted Workflow Execution (Claude)
• HubSpot Administrative Support

• BA/BSc/HND
• 2 years of experience
• Basic Monday.com proficiency
• Experience with AI tools like Claude is a plus.