CBIZ

Compensation

Full Description

Essential Functions and Primary Duties • Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services • May assist in preparation and production of professional materials in work, excel and PowerPoint • Provide administrative support such as scanning, copies, report binding, deliveries, mailings, etc. • Manage incoming correspondence, including processing, logging, filing, and scanning • Maintain office supplies, including purchasing and inventory • May provide overall general office support related to operations, cleaning, and organizing • May assist with account receivables • May prepare and assemble mailings, including email blasts • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } Minimum Qualifications • High School Diploma or GED • Five years of relevant work experience in the retirement planning industry • Proficient use of applicable technology • Advanced computer skills in Word, Excel, PowerPoint, and Outlook • Experience with digital data management/filling system is an asset • Ability to manage multiple projects and deliverables simultaneously • Excellent written/verbal communication skills and use of grammar • Excellent organizational skills and attention to detail • Ability to adapt to a changing environment • Ability to follow standard procedures • Ability to work cooperatively with others • Ability to build relationships and trust with internal and external clients and other key stakeholders #LI-OD1 #LI-Hybrid ABOUT US CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.