Retirement Plan Operations 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

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.

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 #LI-JSS #LI-Hybrid

ABOUT US CBIZ, Inc.

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.