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Definiti LLC · 6 days ago

Office Assistant - On site

Cary,NC,US

Full-time

Onsite

Entry Level

1+ years exp

Definiti LLC is a national retirement services company that helps clients manage and administer their retirement plans. They are seeking an Office Assistant to provide essential administrative and clerical support, manage office operations, and ensure efficient daily operations in a fully in-office role.

ConsultingFinancial ServicesRetirement

Responsibilities

Manage incoming and outgoing mail, including sorting, scanning, and processing documents such as investment statements and faxes

Handle routine Post Office and bank errands, including making deposits

Maintain office supplies, coordinate equipment upkeep, and operate standard office equipment

Support the transition to more paperless processes by organizing and digitizing records

Provide general administrative support for company-wide projects and teams

Greet clients who visit the office to drop off paperwork and ensure a professional, welcoming experience

Coordinate office access and scheduling for vendors such as shredding, cleaning, and inspections

Follow established procedures and ensure work meets quality standards

Qualification

MS Office proficiencyOrganizational skillsWritten communicationPensionPro softwareFile-sharing toolsTeam collaborationPositive attitudeDetail-oriented

Required

High school diploma or GED required

1+ year of administrative office support in an office environment

Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs

Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications

Accustomed with file-storage and file-sharing tools such as StaxAI, Microsoft SharePoint and Citrix ShareFile

Demonstrate excellence in written and verbal communication

Must be detailed and possess strong organizational skills

Proficient with numbers and basic calculations

Prompt follow-up on open items with internal team members

Ability to work independently and as part of a team in a fast-paced environment

Conveys a professional and positive attitude while interacting with clients and teammates

Preferred

PensionPro software a plus

Familiarity with Microsoft Teams is a plus

Benefits

401(k) with up to 4% match

Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.

12 paid holidays, 2 paid floating holidays, and your birthday is a holiday

Paid Parental Leave

A variety of medical, dental and vision plan options including Definiti subsidized premiums

Company-paid life insurance and short-term disability insurance

Bonus plan eligibility

Company

Definiti LLC

From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees.

Founded in 1997

The Woodlands, Texas, USA

201-500 employees