Retirement Plan Operations Specialist

North Canton, OHHybridFull TimePosted 2 months agoVisa sponsorship available

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Required skills

retirement plan administration
data management
compliance
Microsoft Word
Microsoft Excel
Microsoft Outlook
client contributions
record keepers
digital data management

Nice to have

Microsoft PowerPoint

Role summary

This role supports retirement plan administration coordination by managing client paperwork, coordinating signatures, tracking deadlines, and ensuring smooth process flow. Key responsibilities include performing essential administrative tasks, preparing professional materials, managing correspondence and digital filing, maintaining Excel worksheets, managing a book of business throughout the retirement plan cycle, collecting and managing data from record keepers, and ensuring compliance. The role requires proficiency in Microsoft Office Suite (Word, Excel, Outlook) and digital data management systems, with a strong emphasis on organizational skills, attention to detail, and client relationship building within a team environment.

#LI-JSS #LI-Hybrid

Responsibilities

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

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

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.

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