Compliance Coordinator
Company: Calibre CPA Group PLLC
Location: Bethesda
Posted on: January 23, 2023
Job Description:
POSITION SUMMARY: The Compliance Coordinator manages a variety
of scheduling and 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:
- Manage the scheduling of audits to include coordinating and
assigning audit trips to auditors and clients.
- Ensure the timely scheduling of new requests.
- Review audit backlog and identify work to be scheduled.
- Review quality of submissions by the client for desk and onsite
audits
- Generate and send engagement letters to clients.
- Confirm audits with clients and auditors ahead of time to
reduce travel costs.
- Send reminders to clients and auditors regarding their
scheduled audits as necessary.
- Serve as a liaison between auditors, clients and managers.
- Manage workflow among the Administrative Team and Compliance
auditors.
- General administrative duties: Copying, mailing, faxing,
correspondence, travel arrangements, booking meetings,
correspondence, PowerPoint, confirmations, time entry, manager
support. COMPETENCIES:
- Excellent written and oral communications skills.
- 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.
- Excellent knowledge of Microsoft platforms to include Excel and
Access.POSITION TYPE:
- Full-Time, Permanent WORK ENVIRONMENT:
- This job operates in a professional office environment. This
role routinely uses standard office equipment such as computers,
phones, photocopiers, filing cabinets and fax machines.TRAVEL:
- Travel is not required for this position. 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 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. PI200232175
Keywords: Calibre CPA Group PLLC, Bethesda , Compliance Coordinator, Other , Bethesda, Maryland
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