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Retirement Plan Administration Associate

CBIZ
401(k), retirement plan
United States, Missouri, Kansas City
700 West 47th Street (Show on map)
Sep 05, 2024

Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS206FTA

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:



  • 2024 Handshake Early Careers Winner
  • 2024 Early Talent Award by Ripplematch
  • 2023 Best and Brightest Companies to Work for in the Nation
  • 2023 Best and Brightest Companies in Wellness
  • 2023 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.

Essential Functions and Primary Duties



  • Perform accounting, compliance testing, and Form 5500 preparation for Defined Contribution qualified retirement plans, including 401(k) Plans
  • Assist with ongoing daily retirement plan operations for clients, including plan correction transaction processing, and client communications, and consulting
  • Demonstrate solid understanding and apply to individual client assignments - accounting principles, ERISA regulations, technology implementation procedures, etc.
  • Complete assigned tasks by deadlines and adhere to time budgets per project
  • Meet annual chargeable hour goals
  • Participate in early business development activities such as: membership in qualified organization capable of referring potential engagements
  • Execute administrative duties and additional team responsibilities as assigned
  • Achieve industry credentials within 4 years, including QKA, CPA or similar credentials and maintain related continuing education requirements


Preferred Qualifications



  • Bachelor's Degree - Accounting (or similar related program degree)
  • Internship experience in accounting or related field preferred
  • Excellent interpersonal, analytical, research and project management skills


Qualifications Required



  • High School Diploma or GED equivalent; Bachelor's degree preferred
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


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CBIZ.Jobs Category: University

REASONABLE ACCOMMODATION

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



PAY TRANSPARENCY PROTECTION NOTIFICATION



Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.




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