Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Scheduled Hours Per Week:
40

Job Code:
BI0989

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:



* 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work

* 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence

* Top 101 2020 Best and Brightest Companies to Work For in the Nation

* 2020 Healthiest 100 Workplace in America

* 2021 Top Workplaces USA

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties:

• Provide technical support answering plan document related questions and issues


• Assist with the design and modifications of plan documents


• Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations


• Assist with answering technical questions and issues related to ERISA


• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree


• Pursuing or attained QPA and QKA designation

Minimum Qualifications:

• High School Diploma or GED


• At least three years of professional, retirement plan technical and compliance experience


• Possesses working knowledge of industry and professional concepts, principles, practices and procedures


• Possesses working knowledge of pertinent laws, regulations and professional standards


• Proficient use of applicable technology


• Proficient use of MS Office Suite (Outlook, Word, Excel) and enterprise communication


• Experience performing work that requires initiative and leadership skills


• Ability to anticipate and elicit customer needs


• Ability to self-learn and develop business and technical knowledge quickly


• Motivated team player with demonstrated interpersonal skills


• Comfortable working with quick turnaround times and deadlines


• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

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