Members Coordinator at Chartered Professional | CA | Rezi

Members Coordinator at Chartered Professional

Members Coordinator

Chartered Professional · CA

1 weeks ago

Members Coordinator

Chartered Professional · CA

12 days ago
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About the Role

CPA Ontario is seeking a Membership Coordinator to administer membership and regulatory processes, ensuring accurate and timely processing of applications, transactions, and member records. This role provides guidance and support to members and stakeholders, navigates complex policies, and contributes recommendations for regulatory decision-making.

Responsibilities

  • Support annual regulatory processes, including the administration of Annual Membership Dues, Continuing Professional Development (CPD) Declarations, annual and triennial audits, and other regulatory requirements.
  • Draft and maintain internal and external communications, including forms, decision letters, and website content, ensuring accuracy, professionalism, consistency, and timely delivery.
  • Review and assess membership-related applications and requests, making recommendations in accordance with applicable regulations, bylaws, policies, and procedures while exercising sound judgment and meeting established service standards.
  • Collect, review, and process documentation related to member bankruptcies and insolvencies, coordinating investigations and preparing files for management and Registrar review.
  • Review member compliance records and identify individuals who have not met annual obligations, preparing recommendations for suspension or revocation decisions as appropriate.
  • Prepare and organize membership files for management review, including recommendations for approval or denial on behalf of the Registrar.
  • Serve as a key point of contact for members and internal stakeholders, responding to inquiries by phone, email, and mail regarding membership applications, annual processes, and related matters.
  • Handle escalated inquiries and support both inbound and outbound communications.
  • Collaborate with departments across the organization to verify membership standing and support the administration and distribution of membership and award certificates.
  • Identify trends, issues, and opportunities for improvement, preparing summaries, reports, and recommendations to support decision-making and enhance processes, policies, and member services.
  • Act as a subject matter expert for membership-related matters and contribute to departmental and organization-wide projects and initiatives.

Requirements

  • A post-secondary degree or diploma, combined with experience in a related environment such as academic, membership, regulatory, or professional services.
  • Experience interpreting and applying complex bylaws, policies, and procedures is required.
  • Strong technical proficiency with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint, as well as Microsoft 365 tools such as Teams, SharePoint, OneDrive, and OneNote.
  • Excellent verbal and written communication skills, complemented by a customer service-oriented approach.
  • Ability to navigate challenging situations with professionalism, diplomacy, sound judgment, and discretion.
  • Understanding of when issues require escalation.
  • Exceptional attention to detail, with the ability to maintain accurate records, manage data effectively, and support the efficient administration of membership database systems.
  • Strong organizational skills, with the ability to prioritize competing demands, manage multiple tasks simultaneously, and perform effectively under pressure while meeting deadlines in a high-volume environment.
  • A proactive and self-motivated approach, with the ability to work independently while contributing positively to a collaborative team environment.
  • Flexibility to work additional hours outside of regular business hours, as required to meet operational needs.

Skills

  • Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Microsoft 365 (Teams, SharePoint, OneDrive, OneNote)
  • Salesforce (asset)
  • Power BI (asset)
  • Professional correspondence
  • Letter-writing

Location

  • Ontario

Work Type

  • Hybrid

Experience Level

  • Not specified

Education Level

  • Post-secondary degree or diploma

Salary/Compensations

  • $53,000 - $66,300 per annum

Benefits

  • Industry-leading benefits
  • Mental health resources
  • Savings programs
  • One-time bonus towards a home office
  • Learning and professional development opportunities
  • Stretch projects
  • Secondments
  • Genuine paths for career progression

About the Company

  • CPA Ontario operates at the intersection of a regulator and membership body, responsible for upholding the integrity of the CPA designation while supporting over 105,000 members and 19,000 students.
  • The organization works between business and the public interest, balancing evolving industry demands with standards that ensure trust.
  • Careers at CPA Ontario offer the opportunity to shape a profession that impacts nearly every sector of the economy.

Equal Opportunity

  • CPA Ontario is an inclusive employer.
  • Accommodation is available under the Ontario Human Rights Code.
  • If you require a disability-related accommodation to participate in the recruitment process, please email accessibility@cpaontario.ca with “Accommodation Required” in the subject line.