Snr Professional Conduct Coordinator

3 weeks ago

Vancouver, Canada Chartered Professional Accountants of British Columbia Full time

**Position: Senior Professional Conduct Coordinator**
**Reports To: Vice President, Professional Conduct**
**Contract Type: Fixed Term, Full Time [15 month contract]**

**_The Chartered Professional Accountants of British Columbia (CPABC)_**_ is seeking a detail oriented, _
- collaborative and results-driven individual for the position of Senior Professional Conduct Coordinator. We _
- are proud and honoured to have been recognized as one of BC’s Top Employers for a fourth consecutive _
- year in 2023. Come join a collaborative network of like-minded professionals and take the first step towards _

**Job Summary**

Reporting to the Vice President, Professional Conduct, the Senior Professional Conduct Coordinator is
responsible for the administrative coordination for the Professional Conduct department, helping ensure
all service standards are met. This includes coordinating the Investigation Committee and Disciplinary
Committee panels, membership assistance, meeting preparation and follow up, and invoice processing
with Finance. This position also coordinates Professional Conduct and committee content on the CPABC
website while overseeing maintenance of CPABC’s governing documents.

**Key Responsibilities**:
**Governing Documents **

Assist with maintaining relevant governing documents (e.g. CPABC Code of Professional
Conduct, CPABC Bylaws, CPABC Bylaw Regulations, etc.);

Assist VP, Professional Conduct in preparation of Bylaws Committee and Board Data Sheets
regarding proposed amendments;

Update the Bylaws Regulations with the approved amendments, if any, and post to CPABC’s
website, circulating to specified staff and updating the Concordance Table;

For Bylaws and Code of Professional Conduct changes, update Concordance Table and note for
AGM preparation;

**Bylaws Committee and Investigation Committee **

Work with IT and Webmaster to assign roles and access for new members each year

Prepare and maintain Contact Information Roster with any updates throughout the year and post
to Committee online portal

Ensure all Committee members complete and sign pledge and declarations annually

Keep Committee portal up-to-date

**Meetings **

Book meeting spaces, including breakout rooms and lunch rooms (if needed);

Coordinate with Operations for room layout changes, beverages and catering;

Finalize any agendas and meeting materials (e.g. hyperlinking investigation reports, scripts, guest
and regrets lists, presentations, etc.);

Post agenda and meeting materials to the committee portal and informing committee members
when materials are available;

Assist committee members with requests for help on items such as materials, special dietary
requirements, hotel & parking information, etc.;

Draft any meeting follow-up correspondence regarding committee case outcomes;

Compile and summarize meeting assessments and track statistics

Prepare and process payments for catering, investigators, honorariums for public representatives,
and any sundry expenses by committee members (parking, mileage, etc.);

**Filing **

Coordinate department filing activities, including current / archived paper files and electronic files
(Time Matters / TM);

Open new electronic files in Time Matters, including creating new contacts for respondent and
complainant, and any lawyers involved as well;

Scan evidence and correspondence for electronic files and updating paper files;

Track and post delivery status of correspondence to individuals involved in files;

Prepare payments for accounting and post payment confirmations to TM;

Create and maintain a follow-up list in TM for any files with outstanding items;

Log and move closed files to archive;

Update logs and arrange for the destruction of archived files as per CPABC’s retention policies.

**Ethics Checks **

Researching case history for CPA, CGA, CMA and CA's

Requests come from PERT for mentor checks, Public Practice for licensing, Professional
Development for instructors, Executive for awards, and Membership for readmission and
Interprovincial Transfers.

**Key Requirements:
Post-Secondary degree in a related discipline, or equivalent experience;

Three (3) to five (5) years of experience in an Office Administration or Coordinator role, or similar
capacity;

Excellent interpersonal, communication and presentation skills, both verbally and written;

Sounds judgement and discretion in dealing with highly confidential & sensitive information;

A high degree of tact, diplomacy and professionalism;

Process oriented with excellent attention to detail and problem solving skills;

Intermediate proficiency with MS Office, including Word, PowerPoint, Excel and SharePoint;

Ability to work collaboratively as a key member of a team and independently with minimum
supervision;

Meticulous attention to detail, refined organizational and time management skills;

Proven ability to prioritize competing requirements and deadlines under pressure.

posting will remain open until filled.

**Why

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