Retirement Plan Operations Specialist
About The Position
This role plays a key part in supporting retirement plan administration coordination. You'll work behind the scenes to manage client paperwork, coordinate signatures, track deadlines, and ensure key retirement plan processes move smoothly from start to finish. CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Requirements
- High School Diploma or GED
- Zero to Two year of relevant work experience in the retirement planning industry
- Proficient use of applicable technology
- Advanced computer skills in Word, Excel, PowerPoint and Outlook
- Ability to manage multiple project and deliverable 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
Nice To Haves
- Bachelor's degree
- Experience with digital data management/filing system is an asset
Responsibilities
- 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 Word, Excel and Outlook
- Manage incoming correspondence, including processing, logging, and digital filing
- Assist and maintain Excel worksheets
- Managing a book of business to include all aspects of the retirement plan cycle
- Data collection from various record keepers
- Data management and compliance
- Managing client contributions from various record keepers
- Client data to include sensitive information for processing
- Additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
