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Data Management Specialist | Third Party Retirement Plans

CBIZ, Inc.
North Canton, USA
Hybrid
Discovered 3 weeks ago

Full Job Posting

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

Responsibilities

  • 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

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