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Administrative Assistant in Jackson, WI at CBIZ

Date Posted: 12/13/2018

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: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 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 Valuation Group is a national company that excels as a premier full service valuation advisory firm.  We are known for our comprehensive services (financial, real estate and machinery and equipment), industry expertise and professionalism.  As one of the largest independent valuation firms in the United States, CBIZ Valuation Group has handled assignments for some of the nation’s largest companies as well as middle-market companies.

CBIZ Valuation Group is looking for an Administrative Assistant to provide administrative and analytical support by handling information requests, performing clerical functions such as preparing correspondence, arranging conference calls, conferences and scheduling meetings. This position will include a variety of assigned project work.

Essential Functions and Primary Duties:

  • Managing the marketing and sales support databases to include Salesforce, Concur, etc.
  • Proposal editing, proofreading and formatting with stringent attention to detail and organization.
  • Read and track progress of RFPs (Request for Proposal) and prepare final proposal deliverable as requested.
  • Check proposals for consistency, clarity, accuracy, and compliance with the requirements of the RFP.
  • Assisting with marketing initiatives including preparation of annual conferences, tradeshows and other marketing functions
  • Updating and ordering marketing materials as needed
  • Preparing documents for meetings and webinars as directed
  • Utilizing internal systems such as time entry and expense systems.
  • File and retrieve documents, records, and reports as needed
  • Prepare agendas and make arrangements for business meetings
  • Make travel arrangements for executives as requested
  • Input/update information in Customer Relationship Management (CRM) software
  • Additional responsibilities as assigned

Minimum Requirements:

  • High school diploma or GED required; Bachelor’s degree preferred with an emphasis in Communications, Journalism, English or Business.
  • Preferably 3 or more years experience in an office environment and performing as an administrative assistant or similar role and experience working with business development professionals
  • Strong grammar and document proof reading and editing skills
  • High energy dynamic professional that can work in a team environment
  • Must have knowledge of administrative procedures
  • Fully proficient in Microsoft Office (Word, PPT, Excel, etc.)

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

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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