Data Management Specialist | Third Party Retirement Plans

CBIZ; North Canton (OH); Hybrid; USD 32,000 - 42,000; Full time

Job summary

CBIZ, Inc. in North Canton, OH, is seeking an Administrative Assistant to support retirement consulting and related services.

The role provides essential administrative support to internal team members, handling correspondence, data entry, and document preparation. You will use Word, Excel, PowerPoint and Outlook, manage office supplies, assist with mailings and scanning, and help coordinate projects in a hybrid work environment.

Qualifications

• High School Diploma or GED is required.
• 0–2 years of relevant work experience in retirement planning preferred.
• Proficient use of Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.

Responsibilities

• Provide essential administrative support to internal team members.
• Assist in scanning, copying, and binding reports; handle mailings and deliveries.
• Manage incoming correspondence; logging, filing, and scanning.
• Maintain office supplies and inventory; assist with accounts receivable tasks as needed.
• Support preparation and production of professional materials in Word, Excel and PowerPoint.
• Assist with general office operations, organization, and tidying.
• May prepare and assemble mailings and email blasts.
• Collaborate with teammates to support retirement consulting and related services.

Skills

Multi-tasking

Communication

Organization

Teamwork

Education

High School Diploma or GED

Tools

Word

Excel

PowerPoint

Outlook

Job description

• Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US (Hybrid)

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 Word, Excel and PowerPoint

Provide administrative support such as scanning, copying, 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

Minimum Qualifications

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

Experience with digital data management/filing system is an asset

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

#LI-JS1 #LI-Hybrid

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 toaccelerate 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.

Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.