CBIZ
Data Management Specialist | Third Party Retirement Plans
HybridFull-time
About the job
#LI-JSS #LI-Hybrid 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...