About The Position

The Risk & Advisory Services group offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, the Risk & Advisory Services group provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.

Requirements

  • High school diploma or GED
  • 2 years experience in an office environment and preferably performing as an administrative assistant
  • Knowledge of administrative procedures
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Nice To Haves

  • Learn the work processes of the organization to anticipate needs in advance
  • Ability to problem-solve and offer solutions upon request
  • Able to prioritize tasks with minimal supervision
  • Able to maintain flexibility in working with multiple projects in process at a time
  • Basic knowledge of Microsoft suite applications: Excel, PowerPoint, Word, Outlook, Teams
  • Initiative and foresight to offer assistance to others if workload allows
  • Maintain professional appearance and communication style
  • Ability to hold information that must remain confidential

Responsibilities

  • Greet guests, manage kitchen needs, handle mail and shipping, filing, and answer phones.
  • Maintain overall office organization and cleanliness.
  • Coordinate events and meetings, including food orders, conference room coordination, and travel arrangements.
  • Use Concur to assist with expense reports and booking travel.
  • Assist with PowerPoint presentations.
  • Assist with ongoing purchases such as business cards, IT equipment, and office supplies.
  • Assist with content creation, organizing, and sending departmental announcements.
  • Assist with the time and expense review process.
  • Track and submit accounts payable.
  • Track engagement letters and SOWs.
  • Complete new vendor setup forms.
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