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# Operations and Technical Support Specialist

- **Company:** CBIZ Inc.
- **Location:** Cleveland, OH, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Digital Data, File Systems, PC Tools, Microsoft PowerPoint, Data Logging
- **Published:** June 19, 2026
- **Apply:** https://www.jofdav.com/jobs/58477506-operations-and-technical-support-specialist

## About the Role

* Bachelor's degree, * 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-ONSITE

## Description

* 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 PowerPoint
 * Provide administrative support such as scanning, copying, report binding, deliveries, mailings, etc.
 * Manage incoming correspondence, including processing, logging, filing, and scanning
 * Maintain office supplies, including purchasing and inventory
 * May provide overall general office support related to operations, cleaning, and organizing
 * May assist with account receivables
 * May prepare and assemble mailings, including email blasts
 * Additional responsibilities as assigned


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