Reference #: 17895
Status Category:
Full-TimeExempt/Non-Exempt:
Non-ExemptScheduled Hours Per Week:
37.5Job Code:
BI1019With 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 assignedPreferred 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
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