Accounting, Administrative Skills, Asset Management, Certified Public Accountant (CPA), Consulting, Customer Support/Service, Customer/Client Research, Data Analysis, Detail Oriented, Documentation, Establish Priorities, Financial Services, Identify Issues, Mathematics, Microsoft Office, Multitasking, Needs Assessment, On Site Support, Presentation/Verbal Skills, Problem Solving Skills, Professional Services, Project Development, Project Tracking, Project/Program Coordination, Project/Program Management, Tax Accounting, Technical Delivery, Time Management, Writing Skills
#LI-DNI
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.
Minimum Qualifications
- Associate degree from an accredited college or technical school, or equivalent experience
Essential Functions and Primary Duties
- Oversee and coordinate project rollouts and installations, including shipping equipment and tracking assets.
- Provide administrative support to field service technicians.
- Assist field service technicians to administer equipment installations and software implementations.
- Communicate with vendors to ensure project timelines are met and resolve administrative issues promptly.
- Open and manage project tickets for field dispatch.
- Develop project documentation in collaboration with CBIZ and Edward Jones associates.
- Engage directly with Edward Jones Financial Advisors and Branch Office Administrators to understand and address business needs.
- Deliver outstanding customer service and support throughout all project activities.
- Perform other duties as assigned.
Preferred Qualifications
- One to two years of experience in administrative support and/or project coordination.
- Ability to prioritize multiple projects and meet deadlines.
- Demonstrate an ability to analyze data, interpret results and seek solutions.
- Proficient in Internet and Microsoft Office Suites.
- Strong troubleshooting/problem-solving skills.
- Basic Math aptitude.
- Excellent customer service.
- Strong verbal and written skills.
- Excellent attention to detail.
Essential Functions and Primary Duties
- Oversee and coordinate project rollouts and installations, including shipping equipment and tracking assets.
- Provide administrative support to field service technicians.
- Assist field service technicians to administer equipment installations and software implementations.
- Communicate with vendors to ensure project timelines are met and resolve administrative issues promptly.
- Open and manage project tickets for field dispatch.
- Develop project documentation in collaboration with CBIZ and Edward Jones associates.
- Engage directly with Edward Jones Financial Advisors and Branch Office Administrators to understand and address business needs.
- Deliver outstanding customer service and support throughout all project activities.
- Perform other duties as assigned.
Preferred Qualifications
- One to two years of experience in administrative support and/or project coordination.
- Ability to prioritize multiple projects and meet deadlines.
- Demonstrate an ability to analyze data, interpret results and seek solutions.
- Proficient in Internet and Microsoft Office Suites.
- Strong troubleshooting/problem-solving skills.
- Basic Math aptitude.
- Excellent customer service.
- Strong verbal and written skills.
- Excellent attention to detail.