Scheduling Workflow Coordinator

The Scheduling Workflow Coordinator is responsible for managing and streamlining the scheduling process across both the Internal Audit and Compliance units. This role ensures efficient coordination of client engagements, timely communication between consultants and clients, and the effective implementation of scheduling systems to support organizational efficiency.

The essential functions include, but are not limited to the following:

• Manage and coordinate scheduling for all client engagements across the Internal Audit and Compliance divisions.
• Serve as the primary liaison for scheduling requests and adjustments.

• Implement and maintain a new system for tracking scheduled engagements.
• Identify opportunities to improve scheduling efficiency and workflow processes.
• Coordinate initial communications between consultants and clients to ensure smooth engagement setup.
• Prepare and deliver preliminary engagement information and documentation to clients in advance of scheduled work.
• Respond promptly and professionally to client requests and inquiries.
• Work closely with consultants and unit leadership to align schedules with organizational priorities.
• Provide regular updates on scheduling status and engagement tracking.
• Maintain accurate records of scheduled engagements and client communications.
• Assist in archiving engagement materials and maintaining record-retention systems in accordance with organizational policies.
• Ensure documentation is stored accurately, consistently, and in compliance with retention requirements.

• Experience in scheduling, coordination, audit or risk management roles, is preferred.
• At least 2 years of banking experience is preferred.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Proficiency in scheduling software and tools, including Microsoft Word, Excel and Bigtime time and expense systems, and SharePoint.
• Ability to handle multiple tasks and prioritize effectively.
• Problem-solving skills and the ability to work under pressure.
• Ability to work remotely.

Advanced

Advanced

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