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Reviewer | Retirement and Investment

Reviewer | Retirement and Investment

CBIZUSA, Ohio, North Canton
25 days ago
Job type
  • Full-time
Job description

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.

Essential Functions and Primary Duties :

  • Primary reviewer for a specified region
  • Ability to interpret retirement plan documents
  • Ability to review allocations, testing, reconciliations,5500 and schedules
  • Effectively uses available resources to identify any errors in the work that is completed by the Client Service Managers. This includes all items related to the annual administration of retirement plans
  • Review completed in a professional and timely manner
  • Provide value add solutions to increase operational efficiencies
  • Collaborate with internal partners in the delivery of timely reviews and accurate information in response to inquiries and / or service issues
  • Identify complex situations or requests
  • Achieve service goals established by department
  • Additional responsibilities as assigned

Preferred Qualifications :

  • Bachelor's degree
  • Familiarity with FT William compliance and 5500 software

    • Minimum Qualifications :

  • High School Diploma or GED
  • 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
  • Ability to travel as necessary

    • #LI-OD1 #LI-Hybrid

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    Retirement Investment • USA, Ohio, North Canton