Project Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee assigned audit projects from the initial setup to completion, ensuring progress, deadlines, and outstanding requirements are tracked.

• Communicate with auditors and quality control reviewers about the status of engagements, pending tasks, and upcoming deadlines.

• Monitor client interactions and remind auditors to provide consistent updates.

• Identify possible delays, follow up on unresolved issues, and escalate matters to the appropriate team members.

• Maintain precise engagement statuses, tasks, and records in Canopy.

• Address and respond to administrative inquiries from clients, third-party administrators, and recordkeepers.

• Follow up on pending document requests and administrative obligations.

• Manage the LCAG Client Services inbox and direct technical audit inquiries to the appropriate auditors.

• Organize meetings, scheduling, and other administrative tasks related to audit engagements.

• Request, retrieve, download, and organize documents related to audits.

• Assist auditors and quality control reviewers in locating reports and supporting documentation.

• Navigate recordkeeper websites and maintain procedures for document retrieval.

• Help prepare draft audit engagement letters, update client information, and keep engagement records current in Canopy.

• Perform other related administrative responsibilities as needed.

⛳️ Requirements

• Minimum of two years of experience in project coordination, project administration, operations, or a similar role.

• Strong organizational and time-management abilities, capable of handling multiple projects and deadlines.

• Excellent written and verbal communication skills in English.

• Detail-oriented, proactive, and able to independently follow up on outstanding tasks.

• Proficient in Microsoft Office, especially Excel, Outlook, and Teams.

• Comfortable with learning new software platforms and navigating online systems.

• Ability to work independently while collaborating with remote teams.

• Willingness to work a graveyard shift aligned with U.S. business hours.

• Preferred: Bachelor's degree in Business Administration, Accounting, Finance, Management, or a related field.

• Preferred: Experience with U.S.-based clients or professional services firms.

• Preferred: Familiarity with employee benefit plan audits, 401(k) plans, TPAs, or retirement plan recordkeepers.

• Preferred: Experience using Canopy or similar project management or workflow tracking software.

🏝️ Benefits

• Remote work.

• Full-time employment.

• Collaboration with cross-functional teams and stakeholders.

• Opportunity to enhance project delivery practices and team coordination.

• Chance to contribute to successful outcomes in a dynamic work environment.