This site uses cookies. To find out more, see our Cookies Policy


Administrative Specialist in PA, Philadelphia at CBIZ

Date Posted: 6/10/2019

Job Snapshot

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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.  CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.  

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

not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.