Definiti LLC · 10 hours ago
Executive Administrative Assistant
Cary,NC,US
Full-time
Hybrid
Senior Level
5+ years expDefiniti LLC is a national retirement services company that helps clients manage and administer their retirement plans. They are seeking an Executive Administrative Assistant to provide comprehensive support to executive committee members, manage calendars, coordinate travel, and assist with events coordination across the company.
ConsultingFinancial ServicesRetirement
Responsibilities
Provide calendar management support for executive committee members
Maintain a clean and organized approach to scheduling meetings, providing clear agendas, and ensuring timely completion of calendar activities
Coordinate and book travel arrangements for executive committee members, including flights, hotels, and meals, to ensure successful trips
Strictly adhere to approval protocols related to the company’s business expense policy and trip planning details, ensuring no bias or exceptions without supervisor approval
Operate office equipment such as copiers, scanners, phone and voicemail systems, personal computers, and other standard office machines
Assist with converting the office into a paperless work environment
Effectively communicate with clients, advisors, and vendors as required
Ensure work meets quality standards and proper procedures are followed
Qualification
Required
Must be quick, efficient, and available during eastern work hours
Be available for infrequent travel as needed at offsite meetings
Demonstrate sound judgment when making decisions, maintain confidentiality and operate with discretion and integrity
Possess strong planning and organizational skills to successfully manage multiple priorities simultaneously
Display keen attention to detail for accuracy
Demonstrate excellence in written and verbal communication
Proficient with numbers and basic calculations
Prompt follow-up on open items with vendors, clients or internal team members
Ability to work independently and as part of a team in a fast-paced environment
Convey a professional and positive attitude while interacting with vendors, clients, advisors and teammates
High school diploma or GED required
5+ years' experience as an Administrative Assistant
Intermediate MS skills to include Outlook, Word, PowerPoint, and Excel; calendar management and the ability to navigate web-based programs
Experience using Microsoft Teams or other virtual meeting applications for regular video collaboration and quick communications via chat
Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile
Ability to build rapport with others remotely while working productively with limited in-person interaction
Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work
Designate a quiet, and well-lit space free of as many distractions as possible
Be online and available to work during designated business hours in local time zone
Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications
Familiarity with Microsoft Teams is a plus
Benefits
A virtual-first work philosophy for most jobs
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.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-02-02Acquired
Leadership Team
Kristin Tweed-Andreski
Chief Executive Officer
Recent News
2024-02-23
Company data provided by crunchbase