Operations Assistant in Providence, RI at CBIZ

Date Posted: 7/23/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in  Providence and  Boston and have over 200 people, including 40 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions.

As a key member of the New England Operations team, this position will provide on-site operational support to ensure an outstanding work environment/ onsite work experience for our team members as well as clients and guests. He/she will be responsible for coordinating day-to-day activities for the Providence office. 

Essential Functions and Primary Duties

  • Coordinate logistics for CPE sessions and other local/national training activities.  Facilitate seminars/sessions and engage with FS L&D team as needed
  • Acts as a systems administrator for AgilQuest reservation software and train new users. Coordinate seating assignments and maintain site floor plans.
  • Function as the operational liaison with local building management, facilitate work orders and resolve facilities related issues or concerns.
  • Partner with Operations, Marketing, Human Resources, Finance and IT team members to create, edit and distribute employee communications, including weekly Operations emails, monthly newsletter and other materials
  • Coordinate conference room set-up with IT team to ensure functionality, including arranging the physical space and ensuring all necessary equipment and supplies are available
  • Organize office luncheons;  This includes facilitating orders, managing set up and ensuring the space remains polished and neat
  • Assist with preparation and execution of large scale annual company events including site/venue selection, agenda, slide deck and materials creation, pre and post event participant communication audio visual and catering coordination
  • Greets internal and external clients and guests and provides outstanding customer service.
  • Responsible for answering the front desk phone, transferring calls where appropriate.
  • Act as the initial contact for office and facility-related employee questions and requests. Provide guidance, resolve issues and escalate concerns to management when appropriate.
  • Responsible for managing inventory and ordering office and kitchen supplies.
  • Additional responsibilities as assigned

Preferred Qualifications

  • Prior experience in the public accounting industry or a professional services environment
  • Prior experience in other industries such as hospitality
  • Strong initiative and independent problem solving skills
  • Highly competent in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat DC

Qualifications Required

  • 2 or more years of office management or administrative experience in a fast paced, deadline driven professional office environment
  • High School diploma or GED required; Bachelor’s degree preferred
  • Strong client service skills and the ability to follow through to task completion
  • Energetic, approachable and positive presence
  • Demonstrated ability to communicate effectively both verbally and in writing throughout all levels of an organization, internally and externally
  • Ability to prioritize and organize work, multi-task and complete assignments independently with accuracy and high quality
  • Ability to work in a team environment, as well as independently


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.


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.



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