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Compliance Coordinator

Company: Calibre CPA Group PLLC
Location: Bethesda
Posted on: January 24, 2023

Job Description:

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.

  • 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.


Keywords: Calibre CPA Group PLLC, Bethesda , Compliance Coordinator, Other , Bethesda, Maryland

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