Administrative Specialist I Retirement & Investment

Reference #: 17895 Status Category: Full-Time Exempt/Non-Exempt: Non-Exempt Scheduled Hours Per Week: 37.5 Job Code: BI1019 With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities 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 for 2023: Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Places to Work in Insurance Best and Brightest Companies in Wellness Great Place to Work Certification CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 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 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 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-Onsite #LI-OD1 CBIZ.Jobs Category: Administrative 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 . 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 and . 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 CBIZ. CBIZ will have the right to hire hat applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. 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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.