Job Details of Administrative Assistant

With over 120 offices and nearly 7,000 associates 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:

• 2022 Best and Brightest Companies to Work for in the Nation
• 2023 Top Workplaces USA
• 2022 America's Best Mid-Size Employers
• 2022 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Job Purpose / Objective

• Provide administrative and analytical support by handling information requests, performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings
• This position will include a variety of assigned project work

Essential Functions and Primary Duties

• Prepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentations
• Read and analyze incoming memos, submissions, mail and reports to determine significance; plan distribution
• Perform project work
• File and retrieve documents, records, and reports
• Greet visitors and assess access to specific individuals
• Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work
• Prepare agendas and make arrangements for business meetings
• Make travel arrangements for executives as requested
• Additional responsibilities as assigned

Minimum Qualifications

• High school diploma or GED required; Bachelor’s degree preferred
• 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
• Ability to work with minimal supervision while fulfilling all obligations
• Strong customer service skills

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