Administrative Specialist I | Retirement

Pleasant Hill, California

Posted in Consultancy

This job has expired.

Job Info

Job Description

With over 100 offices and nearly 5,000 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:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020Workplace 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
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).

Job Purpose/Objective:

• Answer phones, greet guests; communicate with persons outside of organization representing CBIZ in a professional and services minded manner

• Provide clerical and administrative support to internal team members

Essential Functions and Primary Duties:

• Answer calls and emails efficiently and courteously providing requested information

• Forward calls to voicemail if caller requests

• Greet visitors, determine nature of visit and direct or escort visitor to destination

• Schedule appointments and conference rooms, assist with catering

• Assist with mail distribution

• Provide administrative support such as scanning, copies, report binding, deliveries, mailings, etc.

• Maintain office supplies, including purchasing and inventory

• May provide overall general office support related to operations, cleaning, and organizing

• Provide information about establishment such as location of departments, offices, and employees and services
• Transmit information or documents to provided customers, using computer, mail or fax

Preferred Qualifications:

• Bachelor's degree

Minimum Qualifications:

• High School Diploma or GED

• Zero to Two years 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/filling system is an asset

• Ability to manage multiple projects and deliverables 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


If you are a qualified individual with a disabilityyou 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 [ Phone number blocked ] (toll free)or send an email to [ Link Removed ] .


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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