Retirement Plan Operations Specialist

#LI-JSS #LI-Hybrid

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

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.