Data Management Specialist | Third Party Retirement Plans

CBIZ; North Canton (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

CBIZ in North Canton, OH, is seeking a detail-oriented team member to support retirement consulting, administration and actuarial services. You will assist in preparing professional materials, manage data from record keepers, and help with Excel worksheets in a fast-paced environment.

Applicants should have a high school diploma or GED and 0–2 years in retirement planning, with strong Word/Excel/PowerPoint/Outlook skills and excellent written and verbal communication.

Qualifications

• High School Diploma or GED required.
• Zero to two years of relevant work experience in retirement planning.
• Advanced computer skills in Word, Excel, PowerPoint and Outlook.
• Experience with digital data management/filing system is an asset.
• Excellent written and verbal communication; strong organizational skills.

Responsibilities

• Support internal team members in retirement consulting, administration and actuarial services.
• Assist in preparation of professional materials in Word, Excel and Outlook.
• Attend to detail while working in a fast-paced environment.
• Manage incoming correspondence, including processing, logging, and digital filing.
• Assist and maintain Excel worksheets; manage data collection from record keepers and client data.

Job 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 Word, Excel and Outlook
• Attention to detail and work in a fast pace environment
• 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
• Able to work in a team environment
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree

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

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. #LI-JSS #LI-Hybrid