View More Jobs Data Management Specialist | Third Party Retirement Plans North Canton, OH, United States (Hybrid) Apply Now Job Info Job Identification 6337 Posting Date 08/27/2026, 07:52 PM Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US (Hybrid) Essential Functions and Primary Duties Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services May assist in preparation and production of professional materials in Word, Excel and Outlook Attention to detail and work in a fast pace environment Manage incoming correspondence, including processing, logging, and digital filing Assist and maintain Excel worksheets Managing a book of business to include all aspects of the retirement plan cycle Data collection from various record keepers Data management and compliance Managing client contributions from various record keepers Client data to include sensitive information for processing Able to work in a team environment Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Minimum Qualifications High School Diploma or GED Zero to Two year of relevant work experience in the retirement planning industry Proficient use of applicable technology Advanced computer skills in Word, Excel, PowerPoint and Outlook Experience with digital data management/filing system is an asset Ability to manage multiple project and deliverable simultaneously Excellent written/verbal communication skills and use of grammar Excellent organizational skills and attention to detail Ability to adapt to a changing environment Ability to follow standard procedures Ability to work cooperatively with others Ability to build relationships and trust with internal and external clients and other key stakeholders #LI-JSS #LI-Hybrid About Us CBIZ, Inc. (

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CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of

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will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation 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 . Equal Opportunity Employer 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, 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 Know Your Rights . Apply Now Similar Jobs