Administrative Specialist III | Retirement & Investment

CBIZ

United States, Missouri, Kansas City

6900 College Boulevard (Show on map)

Feb 06, 2025

Status Category:

Full-Time

Exempt/Non-Exempt:

Non-Exempt

Scheduled Hours Per Week:

Job Code:

BI1017

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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

* Assist in preparation and production of professional materials in work, excel and PowerPoint* Assist with development of strategic, client-centric responses to proposals, bids, quotations, or other documents describing actuarial and administration services in response to requests from prospective clients

* Assist with preparation of government filings (Form 5500 and schedules) and client Annual Funding Notice

* 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

* Provide overall general office support related to operations, cleaning, and organizing

* Additional responsibilities as assigned

Preferred Qualifications:

Bachelor's degree

Minimum Qualifications:

High School Diploma or GED
Five 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

#LI-OD1 #LI-Hybrid

CBIZ.Jobs Category: Administrative

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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 EEO is the Law and EEO is the Law Supplement.

PAY TRANSPARENCY PROTECTION NOTIFICATION

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