Administrative Assistant | Risk & Advisory Services (Temp)

#LI-AM1 #LI-Onsite #CBIZAdvisory

The Risk & Advisory Services group offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, the Risk & Advisory Services group provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.

CBIZ Risk & Advisory Services is seeking a Temporary Administrative Assistant to support the day-to-day operations of the practice.

Essential Functions and Primary Duties

• Manage invoice creation in Practice Engine as needed; tracking and submission of accounts payable and accounts receivables

• Support the Managing Directors, and all staff on engagement matters

• Assist with content creation, organizing, and sending departmental announcements; events & meeting coordination

• Assist with the time and expense review process

• Completion of new client and vendor setup forms; handle Salesforce submissions and Conflict Checks

• Manage office administration and assist with ongoing purchases (business cards, IT equipment, office supplies)

• Assist with PowerPoint and other presentations as needed or requested by MD or other practice personnel

Preferred Qualifications

• Learn Practice Engine and other pertinent systems and processes of the organization
• Able to prioritize tasks with minimal supervision
• Able to handle and maintain flexibility in working with multiple concurrent projects
• Proficient knowledge of Microsoft suite applications: Excel, PowerPoint, Word, Outlook, Teams
• Initiative and foresight to offer assistance to others if workload allows
• Maintain professional appearance and communication style
• Ability to hold information that must remain confidential

Minimum Qualifications

• High school diploma or GED
• 2 years experience in office environment and preferably performing as an administrative assistant
• Must have knowledge of administrative procedures
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally