#LI-MC2 #LI-Onsite #CBIZAdvisory
ResponsibilitiesEssential Functions and Primary Duties
- Provide assistance to the Managing Directors and professional staff on engagements and projects, as needed.
- Assist with drafting and formatting engagement letters.
- Assist with monthly billing.
- Document management to include, organizing, scanning, naming, and saving documents.
- Data entry and organizing information into spreadsheets.
- Management of group marketing / event calendar.
- Assist with preparation of marketing materials.
- Calendar management. Setting up meetings and sending out invites to clients, making / confirming reservations, and tracking everything in outlook calendar.
- Complete ad hoc projects as needed.
- Provide general office support as needed.
Preferred Qualifications
- Strong interpersonal skills with a high level of professionalism.
- Experience working in an office environment, preferably in an accounting firm, legal office or other professional services.
- Strong organizational and problem-solving skills.
- Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail.
- Proficient with Microsoft products.
- Demonstrated ability to communicate effectively, both verbally and in writing.
- Paraprofessional or paralegal experience preferred.
Qualifications
Minimum Qualifications
- High school diploma or GED
- 2 years experience in office environment and preferably performing as an administrative assistant
- Must have knowledge of administrative procedures
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
About Us
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.
Skills Required
- High school diploma or GED
- 2 years experience in an office environment, preferably as an administrative assistant
- Knowledge of administrative procedures
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all organizational levels
- Experience working in an accounting firm, legal office, or other professional services
- Strong interpersonal skills and high level of professionalism
- Strong organizational and problem-solving skills; attention to detail
- Proficient with Microsoft products
- Paraprofessional or paralegal experience
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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