The Risk & Advisory Services group offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, the Risk & Advisory Services group provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.

CBIZ Risk & Advisory Services is seeking a Temporary Administrative Assistant to support the day-to-day operations of the practice.

Essential Functions and Primary Duties

Manage invoice creation in Practice Engine as needed; tracking and submission of accounts payable and accounts receivables
Support the Managing Directors, and all staff on engagement matters
Assist with content creation, organizing, and sending departmental announcements; events & meeting coordination
Assist with the time and expense review process
Completion of new client and vendor setup forms; handle Salesforce submissions and Conflict Checks
Manage office administration and assist with ongoing purchases (business cards, IT equipment, office supplies)
Assist with PowerPoint and other presentations as needed or requested by MD or other practice personnel

Preferred Qualifications

Learn Practice Engine and other pertinent systems and processes of the organization
Able to prioritize tasks with minimal supervision
Able to handle and maintain flexibility in working with multiple concurrent projects
Proficient knowledge of Microsoft suite applications: Excel, PowerPoint, Word, Outlook, Teams
Initiative and foresight to offer assistance to others if workload allows
Maintain professional appearance and communication style
Ability to hold information that must remain confidential

Qualifications

Minimum Qualifications

High school diploma or GED
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

About CBIZ

Company Profile