Job Details

Bring consistent positive energy to the workplace and to the completion of your job duties. You will be a key ambassador of the firm to its clients and a key liaison between the firms clients and Trust teams. Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner. Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner. Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support. Update supervisor of job status and engagement issues in a timely and consistent manner. Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures. Complete procedures to document the accuracy of financial schedules. Prepare clear and accurate workpapers. Understand and comply with the Firms quality control policy. Req...Coordinator, Experience, Client Service, Client, Accounting, Business Services