Reviewer | Retirement & Investment

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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 required
• At least six years of professional, retirement plan administration and compliance experience, including managing a book of business
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Expert knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA)
• Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
• Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
• Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
• Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
• Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur

Essential Functions and Primary Duties

• Ensure client retirement plans are serviced in a consistent and timely manner
• Ensure plan designs remain appropriate to the employer's changing needs
• Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations
• Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed
• Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions
• Provide general client service and problem resolution services
Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree