Administrative Assistant | Risk & Advisory Services (Temp)

CBIZ Advisory Services; Cleveland (OH); Vor Ort; USD 25.000 - 39.000; Vollzeit

Zusammenfassung

CBIZ Advisory Services is seeking a Temporary Administrative Assistant to support the Risk & Advisory Services practice's day-to-day operations. The role supports managing invoices, coordinating meetings, assisting MDs and staff on engagement matters, and handling time and expense reviews across North America.

The ideal candidate will have a high school diploma, at least two years in an office setting, strong Microsoft Office skills (Excel, PowerPoint, Word, Outlook, Teams), and the ability to

Qualifikationen

• High school diploma or GED required.
• Minimum 2 years in an office environment, preferably as an administrative assistant.
• Knowledge of administrative procedures required.
• Proficient in standard office technology and software.
• Ability to communicate clearly at all organizational levels.

Aufgaben

• Manage invoice creation in Practice Engine and track AP/AR.
• Support Managing Directors and staff on engagement matters.
• Assist with content creation, organization, and announcements.
• Assist with time and expense review processes.
• Complete new client and vendor setup forms; handle Salesforce submissions.
• Manage office administration and assist with purchases.
• Assist with PowerPoint and other presentations.

Kenntnisse

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Microsoft Teams

Task prioritization

Multi-tasking

Initiative

Confidentiality

Ausbildung

High school diploma or GED

Tools

Practice Engine

Salesforce

Jobbeschreibung

Responsibilities

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.

Job Description

#CBIZAdvisory

Responsibilities

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.

CBIZ Risk & Advisory Services is seeking a Temporary Administrative Assistant to support the day-to-day operations of the practice.

Essential Functions And Primary Duties

• Manage invoice creation in Practice Engine as needed; tracking and submission of accounts payable and accounts receivables
• Support the Managing Directors, and all staff on engagement matters
• Assist with content creation, organising, and sending departmental announcements; events & meeting coordination
• Assist with the time and expense review process
• Completion of new client and vendor setup forms; handle Salesforce submissions and Conflict Checks
• Manage office administration and assist with ongoing purchases (business cards, IT equipment, office supplies)
• Assist with PowerPoint and other presentations as needed or requested by MD or other practice personnel

Preferred Qualifications

• Learn Practice Engine and other pertinent systems and processes of the organization
• Able to prioritize tasks with minimal supervision
• Able to handle and maintain flexibility in working with multiple concurrent projects
• Proficient 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

Minimum Qualifications

• High school diploma or GED
• 2 years experience in office environment and preferably performing as an administrative assistant
• Must have 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

About Us

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.