Document Specialist
CBIZ

Job Info

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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®
• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 2020 Best and Brightest Companies to Work For in the Nation
• 2020 Healthiest 100 Workplace in America
• 2021 Top Workplaces USA

Document management professionals aid the entire Forensic Consulting Practice by supporting the inflow, organization and documentation of records received by the various parties to a litigation. They will be trained to use the firm's Docuware software to electronically scan, tag and store documents. Position includes exposure to a variety of industries and record types including banking, accounting, legal, personal spending, and business organization documents.



Essential Functions and Primary Duties

• Resolve a full range of internal and external customer requests
• Research and assemble data
• Prepare documentation and proposals for internal and external clients
• Provide guidance and outcome data to management on area of expertise
• Assist with training on subject matter
• Additional responsibilities as assigned

Minimum Qualifications Required

• High school diploma or GED
• Bachelor's Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

REASONABLE ACCOMMODATION

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-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 these following pages [ Link Removed ] and [ Link Removed ] .

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