CAREERS AT CBIZ

Office Assistant Temp for Financial Services Firm in San Diego, CA at CBIZ

Date Posted: 11/10/2020

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®  
  • 2019 America’s Best Mid-Size Employers by Forbes 
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence 
  • 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  

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.   



Essential Functions and Primary Duties

  • Scan and index client original documents
  • Answer calls and emails efficiently and courteously providing requested information
  • Forward calls to voicemail if caller requests
  • Greet visitors, determine nature of visit and direct or escort visitor to destination
  • Schedule appointments and conference rooms, assist with catering
  • Assist with mail distribution
  • Provide information about establishment such as location of departments, offices, and employees and services
  • Provide supplemental administrative support
  • Additional responsibilities as assigned



Minimum Qualifications Required

  • High school diploma or GED required
  • 1 year of experience in an office setting preferred
  • Positive customer service skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must provide positive customer service internally and to visitors
  • Attention to detail, time management and ability to multi-task
  • Ability to produce business correspondence
  • Proficient in applicable technology

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