Membership & Regulatory 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

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.