Demo

Document Specialist

CBIZ
San Diego, CA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/3/2025

Status Category : Full-Time Exempt / Non-Exempt : Non-Exempt Scheduled Hours Per Week : 40 Job Code : AD101

With over 120 offices and nearly 7,000 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.

In order to make an application, simply read through the following job description and make sure to attach relevant documents.

CBIZ has been honored to be the recipient of several national recognitions for 2023 :

  • Best and Brightest Companies to Work for in the Nation
  • Top Workplaces USA
  • Top Workplaces - Financial Services Industry
  • Best and Brightest Companies in Wellness
  • Great Place to Work Certification

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.

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

  • Function as administrative liaison with internal and external clients
  • Administer special projects as requested; communicate status
  • May conduct research; produce reports
  • Effectively operates all department equipment and software applications
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned
  • Qualifications Required

  • High School diploma or GED
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently
  • The hourly rate for this job in this market is $20.00 - $26.50. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. 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.

    LI-MC2 #LI-Onsite #CBIZAdvisory

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    Salary : $20 - $27

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