CBIZ, Inc.-posted about 1 month ago
Full-time • Entry Level
Hybrid • Media, PA
5,001-10,000 employees
Professional, Scientific, and Technical Services

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

  • support internal team members
  • assist in preparation and production of professional materials
  • provide administrative support
  • manage incoming correspondence
  • maintain office supplies
  • provide overall general office support
  • assist with account receivables
  • prepare and assemble mailings
  • additional responsibilities as assigned
  • 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
  • Bachelor's degree
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