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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Accounting Administrative Assistant
Akron, OH · On-site
$17.25 - $22.25/hr
... file, and maintain invoices, financial records, and administrative documents to ensure accurate record retention and accessibility. 7. Assist with month-end close, audits, and financial reporting by ...
Quick apply
Accounting Administrative Assistant
Akron, OH · On-site
$17.25 - $22.25/hr
... file, and maintain invoices, financial records, and administrative documents to ensure accurate record retention and accessibility. 7. Assist with month-end close, audits, and financial reporting by ...
Accounting Administrative Assistant
Akron, OH · On-site
$18 - $23/hr
... file, and maintain invoices, financial records, and administrative documents to ensure accurate record retention and accessibility.7. Assist with month-end close, audits, and financial reporting by ...
Accounting Administrative Assistant
Akron, OH · On-site
$18 - $23/hr
... file, and maintain invoices, financial records, and administrative documents to ensure accurate record retention and accessibility.7. Assist with month-end close, audits, and financial reporting by ...
Production Internship
Canton, OH · On-site
$15 - $19.50/hr
Maintain production equipment, files, and workspaces through documentation, labeling, inventory management, and organizational best practices. * Assist with audio, video, and network-related projects ...
Production Internship
Canton, OH · On-site
$15 - $19.50/hr
Maintain production equipment, files, and workspaces through documentation, labeling, inventory management, and organizational best practices. * Assist with audio, video, and network-related projects ...
Maintain and update electronic and paper filing systems for USMCA records in accordance with regulatory requirements. Receptionist Duties Greet and assist visitors, vendors, and delivery personnel in ...
Quick apply
Maintain and update electronic and paper filing systems for USMCA records in accordance with regulatory requirements. Receptionist Duties Greet and assist visitors, vendors, and delivery personnel in ...
Production Internship
Canton, OH · On-site
$15 - $19.50/hr
Maintain production equipment, files, and workspaces through documentation, labeling, inventory management, and organizational best practices. * Assist with audio, video, and network-related projects ...
Production Internship
Canton, OH · On-site
$15 - $19.50/hr
Maintain production equipment, files, and workspaces through documentation, labeling, inventory management, and organizational best practices. * Assist with audio, video, and network-related projects ...
Production Internship
Canton, OH · On-site
$15 - $19.50/hr
Maintain production equipment, files, and workspaces through documentation, labeling, inventory management, and organizational best practices. * Assist with audio, video, and network-related projects ...
Quick apply
Production Internship
Canton, OH · On-site
$15 - $19.50/hr
Maintain production equipment, files, and workspaces through documentation, labeling, inventory management, and organizational best practices. * Assist with audio, video, and network-related projects ...
The Administrative Assistant works within the Dining Services Department as the primary clerical ... typing, filing, copying, faxing, emailing, record keeping, errands, etc.) * Perform all ...
The Administrative Assistant works within the Dining Services Department as the primary clerical ... typing, filing, copying, faxing, emailing, record keeping, errands, etc.) * Perform all ...
Administrative Assistant
Akron, OH · On-site
$17.25 - $23.25/hr
Maintain highly confidential personnel files and payroll records. Track available positions ... assistants. Maintain calendars, organize meetings, coordinate special events and travel ...
Administrative Assistant
Akron, OH · On-site
$17.25 - $23.25/hr
Maintain highly confidential personnel files and payroll records. Track available positions ... assistants. Maintain calendars, organize meetings, coordinate special events and travel ...
Administrative Assistant
$15.25 - $17.25/hr
Retrieve documents from the filing system. * Handle requests for information and data. * Writing ... Employee Assistant Program (EAP) PBG
New
Quick apply
Administrative Assistant
$15.25 - $17.25/hr
Retrieve documents from the filing system. * Handle requests for information and data. * Writing ... Employee Assistant Program (EAP) PBG
New
Admin. Assistant
Canton, OH · On-site
$16.75 - $22.75/hr
Assistant position. Schedule: 9am-5:30pm Mon- Thur- 9am -3pm on Friday Payrate:$16.00 This practice ... Copying, filing and scanning of sensitive documents; Proficient with Outlook and Excel; and ...
Quick apply
Admin. Assistant
Canton, OH · On-site
$16.75 - $22.75/hr
Assistant position. Schedule: 9am-5:30pm Mon- Thur- 9am -3pm on Friday Payrate:$16.00 This practice ... Copying, filing and scanning of sensitive documents; Proficient with Outlook and Excel; and ...
Assistant Community Manager - The Ericsson
Akron, OH · On-site
$23 - $25/hr
About the Position The Assistant Manager supports the Property Manager in the day-to-day operations ... Respond to MOR and HUD file audit findings with corrective actions and supporting documentation.
Assistant Community Manager - The Ericsson
Akron, OH · On-site
$23 - $25/hr
About the Position The Assistant Manager supports the Property Manager in the day-to-day operations ... Respond to MOR and HUD file audit findings with corrective actions and supporting documentation.
Assistant Community Manager - The Ericsson
Akron, OH · On-site
$23 - $25/hr
About the Position The Assistant Manager supports the Property Manager in the day-to-day operations ... Respond to MOR and HUD file audit findings with corrective actions and supporting documentation.
Assistant Community Manager - The Ericsson
Akron, OH · On-site
$23 - $25/hr
About the Position The Assistant Manager supports the Property Manager in the day-to-day operations ... Respond to MOR and HUD file audit findings with corrective actions and supporting documentation.
Administrative Assistant
Canton, OH · On-site
$15.25 - $17.25/hr
Retrieve documents from the filing system. * Handle requests for information and data. * Writing ... Employee Assistant Program (EAP) PBG EOE Statement We are an equal employment opportunity employer.
New
Administrative Assistant
Canton, OH · On-site
$15.25 - $17.25/hr
Retrieve documents from the filing system. * Handle requests for information and data. * Writing ... Employee Assistant Program (EAP) PBG EOE Statement We are an equal employment opportunity employer.
New
Client Services Coordinator
Akron, OH · On-site
$18 - $22/hr
Inspect customer files, assist with digital proofs and ensure the graphics print-ready * Assist with large-format printers, laminators, and plotters * Graphic design services * Smaller graphic ...
Quick apply
Client Services Coordinator
Akron, OH · On-site
$18 - $22/hr
Inspect customer files, assist with digital proofs and ensure the graphics print-ready * Assist with large-format printers, laminators, and plotters * Graphic design services * Smaller graphic ...
Filing Assistant information
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Data Management Specialist | Third Party Retirement Plans
North Canton, OH • Hybrid
Full-time
Posted 14 days ago
Job description
#LI-JSS #LI-Hybrid
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.
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
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
About Myers and Stauffer
Sourced by ZipRecruiter
Industry
Accounting services, finance and insurance and health care and social assistance
Company size
501 - 1,000 Employees
Headquarters location
Kansas City, MO, US