Administrative Specialist I Retirement & Investment in Pleasant Hill at CBIZ

Date Posted: 11/21/2023

Job Snapshot

Job Description

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:   

  •       2022 Best and Brightest Companies to Work for in the Nation  
  •       2023 Top Workplaces USA  
  •       2022 America's Best Mid-Size Employers  
  •       2022 Best and Brightest Companies in Wellness  
  •       2022 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 work, excel and PowerPoint

• Provide administrative support such as scanning, copies, 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 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

The hourly rate for the Administrative Specialist is $16.64-24.12. 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.


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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 EEO is the Law and EEO is the Law Supplement.