About This Role
This project coordination role supports the audit operations of a U.S.-based CPA firm specializing in employee benefit plan audits. The Project Coordinator manages the coordination and administrative aspects of an assigned portfolio of audit engagements, monitoring progress, tracking requirements, and ensuring timely follow-ups. The position suits an organized, detail-oriented, and proactive individual with strong communication skills.
Responsibilities
- Monitor assigned audit engagements from initial setup through completion, tracking progress, deadlines, and outstanding requirements
- Follow up with auditors and quality control (QC) reviewers regarding engagement statuses, pending tasks, and upcoming deadlines
- Monitor client communication and remind auditors to provide regular updates as needed
- Identify potential delays, follow up on unresolved items, and escalate issues to the appropriate team members
- Maintain accurate and up-to-date engagement statuses, tasks, and records in Canopy
- Monitor and respond to administrative inquiries from clients, third-party administrators (TPAs), and recordkeepers
- Follow up on outstanding document requests and other administrative requirements
- Monitor the LCAG Client Services inbox and direct technical audit questions to the appropriate auditors
- Coordinate meetings, scheduling, and other administrative activities related to audit engagements
- Maintain professional and timely communication with internal teams and external contacts
- Request, retrieve, download, and organize audit-related documents from recordkeepers, payroll providers, and other sources
- Assist auditors and QC reviewers with locating reports and supporting documentation
- Navigate recordkeeper websites and maintain instructions for document retrieval procedures
- Assist with preparing draft audit engagement letters, updating client information, and maintaining engagement records in Canopy
- Perform other related administrative duties as assigned
Requirements
- At least two years of experience in project coordination, project administration, operations, or a similar role
- Strong organizational and time-management skills, with the ability to manage multiple projects and deadlines
- Excellent written and verbal English communication skills
- Detail-oriented, proactive, and able to follow up independently on outstanding tasks
- Proficient in Microsoft Office, particularly Excel, Outlook, and Teams
- Comfortable learning new software platforms and navigating online systems
- Ability to work independently and collaborate with remote teams
- Willingness to work a graveyard shift aligned with U.S. business hours
