Job Description

With over 120 offices and nearly 7,000 associate s 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

Document management professionals aid the entire Forensic Consulting Practice by supporting the inflow, organization and documentation of records received by the various parties to a litigation.  They will be trained to use the firm’s Docuware software to electronically scan, tag and store documents.  Position includes exposure to a variety of industries and record types including banking, accounting, legal, personal spending, and business organization documents. 

​

Essential Functions and Primary Duties

• Resolve a full range of internal and external customer requests
• Research and assemble data
• Prepare documentation and proposals for internal and external clients
• Provide guidance and outcome data to management on area of expertise
• Assist with training on subject matter
• Additional responsibilities as assigned

Minimum Qualifications Required

• High school diploma or GED 
• Bachelor’s Degree or two years of experience on a specialized subject matter
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

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