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The Project Coordinator manages the administrative aspects of audit engagements, including tracking project progress, deadlines, and outstanding requirements. They also facilitate communication between auditors, clients, and third-party providers while maintaining accurate engagement records.
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About the Role
We are seeking organized, detail-oriented, and proactive Project Coordinators to support the audit operations of a U.S.-based CPA firm specializing in employee benefit plan audits.
The Project Coordinator will be responsible for managing the coordination and administrative aspects of an assigned portfolio of audit engagements, monitoring project progress, tracking outstanding requirements, and ensuring timely follow-ups with auditors, clients, and third-party service providers.
This position requires strong organizational skills, excellent communication, and the ability to manage multiple engagements simultaneously. The ideal candidate takes initiative, follows through on outstanding tasks, and identifies potential delays before they affect project timelines.
The role is focused on project coordination and administrative support. Technical audit matters are handled by the assigned auditors.
Monitor assigned audit engagements from initial setup through completion, tracking progress, deadlines, and outstanding requirements.
Follow up with auditors and quality control (QC) reviewers regarding engagement statuses, pending tasks, and upcoming deadlines.
Monitor client communication and remind auditors to provide regular updates as needed.
Identify potential delays, follow up on unresolved items, and escalate issues to the appropriate team members.
Maintain accurate and up-to-date engagement statuses, tasks, and records in Canopy.
Monitor and respond to administrative inquiries from clients, third-party administrators (TPAs), and recordkeepers.
Follow up on outstanding document requests and other administrative requirements.
Monitor the LCAG Client Services inbox and direct technical audit questions to the appropriate auditors.
Coordinate meetings, scheduling, and other administrative activities related to audit engagements.
Maintain professional and timely communication with internal teams and external contacts.
Request, retrieve, download, and organize audit-related documents from recordkeepers, payroll providers, and other sources.
Assist auditors and QC reviewers with locating reports and supporting documentation.
Navigate recordkeeper websites and maintain instructions for document retrieval procedures.
Assist with preparing draft audit engagement letters, updating client information, and maintaining engagement records in Canopy.
Perform other related administrative duties as assigned.
Qualifications
At least two years of experience in project coordination, project administration, operations, or a similar role.
Strong organizational and time-management skills, with the ability to manage multiple projects and deadlines.
Excellent written and verbal English communication skills.
Detail-oriented, proactive, and able to follow up independently on outstanding tasks.
Proficient in Microsoft Office, particularly Excel, Outlook, and Teams.
Comfortable learning new software platforms and navigating online systems.
Ability to work independently and collaborate with remote teams.
Willingness to work a graveyard shift aligned with U.S. business hours.
Preferred Qualifications
Bachelor's degree in Business Administration, Accounting, Finance, Management, or a related field.
Experience working with U.S.-based clients or professional services firms.
Familiarity with employee benefit plan audits, 401(k) plans, TPAs, or retirement plan recordkeepers.
Experience using Canopy or similar project management or workflow tracking software.
This is a full-time position requiring a graveyard shift (Philippine time) aligned with U.S. business hours. Candidates must be comfortable coordinating with U.S.-based clients, auditors, and team members during their as
Why Join
Lead projects that support meaningful business goals.
Collaborate with cross-functional teams and stakeholders.
Help improve project delivery practices and team coordination.
Contribute to successful outcomes in a dynamic work environment.
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