Members Coordinator
- Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
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.
- 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.
- 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.
- 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.
More about this job
Responsibilities
The Members Coordinator is responsible for administering membership and regulatory processes, including processing applications and maintaining accurate member records. They also serve as a key point of contact for members and stakeholders, providing guidance on policies and supporting regulatory decision-making.
Requirements
Candidates must possess a post-secondary degree or diploma and experience in a regulatory, membership, or professional services environment. Strong proficiency in Microsoft Office and the ability to interpret complex bylaws and policies are essential for this role.
Skills
- Regulatory compliance
- Membership administration
- Data management
- Communication
- Customer service
- Policy interpretation
- Microsoft Office
- Microsoft 365
- Salesforce
- Power BI
- Attention to detail
- Organizational skills
- Problem solving
- Reporting
- Stakeholder management
Benefits
- Industry-leading benefits
- Mental health resources
- Savings programs
- Home office bonus
- Professional development opportunities
Visa sponsorship
Not detected in the job text
Categories
- Administrative
- Finance & Accounting
- Customer Service & Support
- Management & Leadership
Keywords
- CPA Ontario
- Membership Coordinator
- Regulatory processes
- Compliance
- Membership dues
- Continuing Professional Development
- Audits
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Teams
- SharePoint
- OneDrive
- OneNote
- Salesforce
- Power BI
- Data analysis
- Professional services
- Administrative support
- Registrar
- Hybrid work
- Professional development
- Stakeholder engagement