Student Transcript Assessment Coordinator

CPA Ontario; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A professional regulatory body in Toronto is seeking a Student Transcript Assessment Coordinator to oversee student applications and ensure compliance with CPA policies. The ideal candidate will have a degree in Business or a related field and experience in a customer-oriented environment. Responsibilities include assessing transcripts, providing counseling to students, and maintaining data integrity in Salesforce. This role offers a hybrid work environment and opportunities for professional growth.

Benefits

Hybrid work environment

Ongoing learning and career growth

Wellness programs

Diversity and inclusion initiatives

Qualifications

• Post-secondary graduate with a degree or diploma in Business or another related discipline.
• Proficient in Microsoft Office Suite including advanced Excel functions.
• Experience with Salesforce or other CRM systems is preferred.

Responsibilities

• Complete prospect and student transcript assessments by applying CPA policies.
• Review documentation for degree equivalence and eligibility.
• Counsel students and respond to inquiries via phone and email.

Skills

Customer service experience

Communication skills

Problem-solving skills

Time management

Organization skills

Education

Degree or diploma in Business or related discipline

Tools

Microsoft Excel

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Microsoft Teams

Job description

An Opportunity To Grow Your Career

By Joining our Student Assessment & Registrations Team

Contract to June 30, 2027

CPA Ontario is currently in search of a Student Transcript Assessment Coordinator who will be responsible for the coordination and integrity of student and prospect applications, documents, and records. In addition, the position will include reviewing incoming student and prospect applications, verifying completeness and compliance with requirements and policies, and ensuring that the application and supporting documents are processed, assessed and have their results communicated within the stated service level agreement.

What You’ll Be Doing:

• Completing prospect and student transcript assessments by applying CPA policies and following guidance outlined in the Regulations.
• Reviewing documentation for degree equivalence, pre‑requisite education requirements and eligibility.
• Exercising professional judgment when completing transcript assessments and identifying eligibility concerns and escalating to the Manager where appropriate.
• Demonstrating a commitment to students while providing counselling and responding to student inquiries via telephone and email in a timely fashion.
• Upholding the Service Level Agreement (SLA) while maintaining a high level of data accuracy.
• Updating systems and completing data entry to facilitate completion of applications.
• Maintaining the integrity of educational data in Salesforce for transcript assessment records.

Who You Are:

• A post‑secondary graduate with a degree or diploma in Business or another related discipline. Experienced in serving students or customers in a regulatory, membership, educational services, or customer‑oriented environment is preferred.
• Proficient in Microsoft Word, PowerPoint, Outlook and Teams, and skilled in advanced functions of Excel. Experience with Salesforce or other CRM is preferred.
• A strong communicator (verbal and written) with excellent interpersonal and active listening abilities.
• Able to demonstrate strong administration skills, professionalism and a commitment to providing a superior level of service to the student population.
• Experienced at working in a fast‑paced environment, able to utilize your strong organization, and problem‑solving skills.
• Self‑driven, able to meet deadlines and act on own initiative while working independently within the scope of the position’s responsibilities.
• Able to excel at time management combined with a high degree of attention to accuracy and detail.
• A team player, willing to help other team members as required and collaborate within a team environment.

What We Offer:

• A fast‑paced environment. Collaboration, innovation and passionate professionals are at our core. We relentlessly pursue what’s next to unlock the full potential of you and us together.
• Hybrid work environment. As part of our Hybrid work culture, we include a portion of remote work within an overall approach that places a high value on in‑office teamwork and collaboration.
• Diversity and inclusion. We recognize the value in our differences and prioritize inclusivity to bring together the best talent to protect the public, advance the profession and enable CPAs to lead business and society forward.
• Ongoing learning and career growth. We want your career to skyrocket. We support career advancement and professional development opportunities with learning investments to promote your future growth. Thrive with us.
• Focus on your well‑being. With industry leading benefits and wellness programs, including a healthy lifestyle allowance, mental health resources and more, we’re committed to your well‑being.

Who We Are:

We protect the public. We advance the profession. We enable CPAs to lead business and society forward. We ensure that our over 103,000 members and over 18,000 students meet the highest standards of integrity and expertise. We help them stay ahead of global market trends and abreast of regulatory change. CPAs represent a globally recognized, premium designation. Our Chartered Professional Accountants are valued by organizations in all industries for their financial expertise, strategic thinking, management skills and leadership. We believe that success happens when both business and society benefit. For information on the profession visit: cpaontario.ca

We Appreciate Your Interest In CPA Ontario And This Position:

At CPA Ontario, we are committed to building high‑performance teams. Our selection process is thorough, and all candidate applications are reviewed. Should your qualifications and experience meet the requirements of this role, a member of our recruitment team will contact you. We encourage you to set up CPA Ontario job alerts for positions that align to your experience and career goals.

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.