Retirement Plans Compliance Intern - Summer 2020 in Cleveland at CBIZ

Date Posted: 11/8/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources. CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service.  

Job Purpose / Objective

  • Works as a member of the assigned group in providing outstanding service to internal and external clients
  • Works directly under the supervision of a member of management
  • Position has the potential for a direct hire full time position after graduation

Essential Functions and Primary Duties

  • Work closely with vendors responsible for plan administration
  • Proactively work with other Retirement Plan Consultants to improve internal processes
  • Provide superior client service by responding to client calls and emails in a timely basis and problem solving for clients
  • Assist clients with all initial and ongoing plan design support
  • Review plan documents and maintain a binder of permanent documents
  • Perform all aspects of a specific project or work in progress with a goal to train or continue to train the incumbent
  • Possess and apply a solid understanding of the work environment; be punctual and present
  • Possess a general understanding while able to articulate various services the business unit and CBIZ provide to clients
  • Respond to inquiries and requests
  • Strive to attain goals established by direct supervisors
  • Positive attitude toward self, other professionals, clients and CBIZ
  • Ability to gain computer proficiency relative to administrative programs, spreadsheets, word processing and internet research
  • Professional in appearance and manner
  • Additional responsibilities as assigned

Preferred Qualification

  • You are currently enrolled in a bachelors program - finance, economics, accounting or other related field is preferred
  • High attention to detail 
  • Strong ability to prioritize, manage tasks, and meet deadlines in connection with business operations, including related ERISA compliance matters
  • Strong problem solving skills
  • Strong organizational skills
  • Ability to work cooperatively as part of a team
  • Ability to manage own schedule and prioritize
  • Ability to manage and take ownership of projects
  • Strong verbal and written communication skills
  • Strong ability to clearly communicate complex information
  • Proficient use of applicable technology 

Qualifications Required

  • You must be at least 16 years old (or a work permit, if required)
  • High School Diploma or GED required
  • No experience is required

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