Engagement Resources and Coordinator Specialist

Freddie Mac; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

A prominent financial services company is seeking an Engagement Resources and Coordinator Specialist for a fully remote position. This role is crucial for supporting various client engagements, ensuring efficiency and quality in deliverables, and requires an associate's degree in accounting. Ideal candidates will possess excellent communication skills, a detail-oriented approach, and the ability to manage multiple tasks effectively.

Qualifications

• 2 years related experience preferred.
• Self-motivated with a service-oriented attitude.
• Ability to manage conflicting priorities.

Responsibilities

• Support engagement cycle and client experience.
• Prepare and draft client deliverables.
• Manage requests related to engagements.

Skills

Attention to detail

Data analysis

Editing

Communication

Education

Associate's degree in Accounting

Tools

Microsoft Office

Google Suite

XCM

CaseWare

Suralink

Confirmation.com

Job description

Johnson Lambert LLP is currently seeking an Engagement Resources and Coordinator Specialist to join our team.

At Johnson Lambert, we strive to advocate for our clients and employees, fostering an environment of agility, respect, and trust. This is a fully remote position where you will collaborate with professional staff to execute various aspects of client engagements.

As an Engagement Resources and Coordinator Specialist, your responsibilities will include supporting the engagement cycle, ensuring a positive client experience through timely kickoff and wrap-up of audit engagements. The role involves administrative, compliance, and basic accounting tasks, primarily performed independently with a focus on written communication.

Key Responsibilities:

• Prepare client correspondence for review
• Manage requests related to engagements
• Coordinate with internal teams to ensure receipt of necessary client materials
• Communicate with team members to facilitate smooth engagements and escalate delays when needed
• Draft, format, and proofread client deliverables
• Prepare and complete client request lists, engagement letters, and audit confirmations
• Analyze client data and verify documentation accuracy
• Maintain and update client and engagement data in workflow software
• Track deadlines and ensure adherence
• Support projects across business units

Qualifications & Selection Process:

• Familiarity with basic accounting principles and terminology
• Excellent editing, proofreading, and grammar skills
• Strong attention to detail and quality
• Ability to analyze data and draw conclusions
• Collaborative work style across teams
• Effective interpersonal and communication skills
• Ability to follow instructions and maintain confidentiality
• Self-motivated with a service-oriented attitude
• Highly organized and structured
• Quick learner with critical thinking skills
• Ability to manage conflicting priorities
• Flexible schedule based on business needs

Desired Education & Experience:

• Associate's degree in Accounting and 1-2 years of related experience
• Proficiency in Microsoft Office and Google Suite
• Experience with accounting/tax software (e.g., XCM, CaseWare, Suralink, Confirmation.com) is a plus

Our selection process includes an application review, a phone interview, and a team interview. We value diversity and encourage all qualified candidates to apply, especially women and persons of color, to promote equity.