Members Coordinator

Socket.dev; Toronto; Hybrid; CAD 53,000 - 66,000; Full time

Benefits offered by this job

Hybrid work model

One-time home office setup bonus

Job summary

CPA Ontario is seeking a Members Coordinator to join the Membership team. Reporting to the Membership Manager, you will administer membership and regulatory processes, ensuring accurate processing of applications, transactions, and member records.

You will guide members and stakeholders, navigate complex policies, and contribute recommendations to support regulatory decisions in a fast-paced environment.

Qualifications

• A post-secondary degree or diploma with experience in academic, membership, regulatory, or professional services.
• Ability to interpret and apply complex bylaws, policies, and procedures.
• Excellent verbal and written communication and customer service orientation.
• Accurate record-keeping, data management, and confidentiality.
• Strong organizational skills to manage multiple tasks in a high-volume environment.

Responsibilities

• Support annual regulatory processes including membership dues, CPD declarations, audits, and other requirements.
• Draft and maintain communications, forms, letters, and website content with professionalism.
• Review applications, make recommendations per regulations and bylaws, meet service standards.
• Process member documentation related to bankruptcies and insolvencies, coordinating investigations.
• Assess compliance records and advise on suspensions or revocations as appropriate.
• Prepare membership files for management review and Registrar decisions.
• Serve as primary contact for members and stakeholders via phone, email, and mail.
• Collaborate across departments to verify membership standing and certificate distribution.
• Identify trends and opportunities, prepare summaries and recommendations for improvements.
• Act as SME for membership matters and contribute to projects and initiatives.

Skills

Microsoft Office

Salesforce

Power BI

Communication

Attention to detail

Education

Post-secondary degree or diploma

Tools

SharePoint

OneDrive

Teams

Power BI

Job description

Driving Excellence in Member Services and Regulatory Administration.

CPA Ontario is not like other organizations

We operate at a rare intersection, both regulator and membership body, responsible for upholding the integrity of the CPA designation while supporting more than 105,000 members and 19,000 students across the province. Our work sits between business and the public interest, between the evolving demands of industry and the standards that make trust possible.

Careers built here tend to look different because the work itself is different. You are not simply contributing to an organization. You are helping shape a profession that touches nearly every sector of the economy at a moment when expectations, technology, and the nature of work are all being rewritten.

About This Opportunity:

CPA Ontario is seeking a Members Coordinator to join our Membership team. Reporting to the Membership Manager, you will play an important role in administering membership and regulatory processes, ensuring the accurate and timely processing of applications, transactions, and member records.

You will provide guidance and support to members and stakeholders, navigate complex policies and procedures, and contribute recommendations that support regulatory decision-making. This is an excellent opportunity for a highly organized professional who enjoys working in a fast-paced environment and takes pride in delivering accurate, high-quality work that supports both members and the profession.

What You’ll Be Doing:

• 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. This includes handling escalated inquiries and supporting 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.

To Be Successful You Need:

• 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. Experience with Salesforce and Power BI is considered an asset.
• Excellent verbal and written communication skills, complemented by a customer service-oriented approach. You can navigate challenging situations with professionalism, diplomacy, sound judgment, and discretion, and understand when issues require escalation. Professional correspondence and letter-writing experience is an asset.
• 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.

Salary Range

• The starting annual salary range for this position is between $53,000 - $66,300 per annum, based on your qualifications, experience, and internal parity. Exceptions may be considered with further review.

Why Join CPA Ontario?

• We support your well-being through industry-leading benefits, mental health resources, savings programs, and a sustainable approach to how work gets done.
• We are committed to inclusion as a core part of how we operate, not as an afterthought.
• We have a hybrid working environment, with three days a week on-site, complemented by 2 days of work-from-home time. We are intentional about that: the work we do benefit from being together. We want those days you work from home to be comfortable and offer a one-time bonus towards a home office when you start.
• We invest in your growth through learning and professional development opportunities, stretch projects, secondments, and genuine paths for career progression.
• We move quickly. The pace reflects the profession we serve; it can be demanding, but the work matters, and the team around you is invested in the same outcomes you have.

Weappreciateyour interest in CPA Ontario and this position

At CPA Ontario, we are committed to building high-performance teams. Our selection process is thorough, fair and run by humans. All suitable applications are reviewed by someone on our Recruitment team, and if your qualifications and experience meet the requirements of this role, we’ll be in touch.

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 [e-mail] with “Accommodation Required” in the subject line to provide your contact information. A member of the Recruitment team will contact you within 48 hours.