Retirement Plan Operations & Data Specialist

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

Job summary

CBIZ in North Canton, OH is seeking a detail‑oriented administrative professional to support retirement plan administration coordination. You will help move client paperwork from signature to final processing, track deadlines, and assist with data collection from record keepers.

Responsibilities include preparing materials in Word/Excel/Outlook, maintaining Excel worksheets, and collaborating with team members to ensure accuracy and timely delivery of retirement services for clients.

Qualifications

• Bachelor's degree preferred.
• High School Diploma or GED required.
• 0–2 years of relevant retirement planning experience.
• Proficient with MS Word, Excel, PowerPoint and Outlook.
• Experience with digital data management/filing systems is an asset.
• Ability to manage multiple project and deliverables simultaneously.
• Excellent written/verbal communication skills and use of grammar.
• Excellent organizational skills and attention to detail.

Responsibilities

• Support internal team in retirement consulting, administration and/or actuarial services.
• Prepare and produce materials in Word, Excel and Outlook.
• Manage incoming correspondence, logging and digital filing.
• Assist and maintain Excel worksheets.
• Manage a book of business through the retirement plan cycle.
• Collect data from various record keepers.
• Ensure data management and compliance.
• Handle client contributions from multiple record keepers.
• Work effectively in a team environment.
• Additional responsibilities as assigned.

Skills

Attention to detail

Team collaboration

Communication skills

Multitasking

MS Office proficiency

Education

Bachelor's degree

High School Diploma or GED

Tools

Word

Excel

PowerPoint

Outlook

Job description

CBIZ in North Canton, OH is seeking a detail‑oriented administrative professional to support retirement plan administration coordination. You will help move client paperwork from signature to final processing, track deadlines, and assist with data collection from record keepers.

Responsibilities include preparing materials in Word/Excel/Outlook, maintaining Excel worksheets, and collaborating with team members to ensure accuracy and timely delivery of retirement services for clients.