Compliance Coordinator - Calibre CPA Group

POSITION SUMMARY:

The Compliance Coordinator manages a variety of administrative projects and provides general support to the Compliance Audit team. In addition to advanced administrative skills, be a self-starter with a strong technical aptitude, enthusiastic, versatile and will actively contribute and engage in the future of the company.
POSITION DUTIES:

• Generating monthly billing summaries for all clients.
• Initiate and conduct compliance admin meetings.
• Tracking paid and unpaid invoices and following up as needed.
• Generate bi-weekly/monthly status reports for clients to include reports presented at Board of Trustee Meetings.
• Support all Managers and Partners with high level trustee reports.
• Generate and send engagement letters to clients.
• Work closely with clients and employers keeping both informed.
• Manage workflow among the Administrative Team and Compliance auditors.
• Determine the assignment of work to auditors based on the complexity of the audits and the strength of the auditor.
• Manage the scheduling of audits to include coordinating and assigning audit trips.
• Perform quality assurance on invoices, reports, and other documents as requested.
• Provide training to staff on new procedures.
• Correspond with attorneys both client and employers demand and requests concerning legal matters.
• General administrative duties: Copying, mailing, faxing, correspondence, travel arrangements, booking meetings, correspondence, PowerPoint, confirmations, time entry, manager support.
• Assist with data entry into the company’s client management system.

COMPETENCIES:

• Excellent written and oral communications skills
• Excellent knowledge of Microsoft platforms to include Excel.
• Excellent editing and proofreading skills
• Outstanding interpersonal skills and a self-starter, team-oriented attitude
• Commitment to producing high quality work
• Professional demeanor and ability to work well under pressure
• Proficiency with client interfacing systems a PLUS

MINIMUM REQUIREMENTS AND QUALIFICATIONS:

• Associate degree
• Ability to handle multiple and diverse tasks in a fast-paced environment
• Ability to work overtime as needed to complete assignments and meet deadlines
• Ability to maintain appropriate confidentiality of sensitive information

WORK ENVIRONMENT:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and scanners.

WORK AUTHORIZATION:

• Must be authorized to work in the United States

EEO:
Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre CPA Group employees to perform their job duties may result in discipline up to and including discharge.