In-Office Administrative Assistant & Office Operations

Raftelis Financial Consultants, Inc; Charlotte (NC); On-site; USD 63,000 - 84,000; Full time

Benefits offered by this job

Company-paid medical insurance

Dependent medical coverage

PPO option

Health Savings Account

Flexible Spending Accounts

Vision insurance

Life and disability insurance

Employee assistance program

Discretionary PTO

Education reimbursement

401(k) matching

Long-term care benefits

Pet insurance

Job summary

Raftelis Financial Consultants, Inc. seeks an Administrative Assistant to support the Administrative Manager, handle daily operations, and serve as a building management liaison, including licenses and corporate files and event planning.

The role requires maintaining confidentiality, coordinating travel, preparing documents, and assisting the Charlotte leadership team with meetings, contracts, and expense reporting. Strong MS Office skills and excellent communication are essential.

Qualifications

• Bachelor’s degree or equivalent experience.
• Discreet handling of confidential information and professionalism.
• Strong proficiency in MS Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent written and verbal communication skills.
• Ability to work in the office Monday–Friday, 8:30 am–5:30 pm.

Responsibilities

• Answer phones, route requests, and manage mail and couriers (USPS/UPS/FedEx).
• Document maintenance for licenses and corporate files.
• Support Charlotte Leadership Team with contracts, travel, meetings, and expense reporting.
• Coordinate certificates of insurance with our broker.
• Maintain organized shared workspaces, reception, and breakroom.
• Manage kitchen/breakroom upkeep and supplies.
• Ensure office supplies and AV adapters are stocked.
• Coordinate with facilities vendors for repairs and maintenance.
• Prepare materials for client meetings and events; assist other offices as needed.
• Familiarity with AI tools and AI agents.

Skills

MS Office proficiency

Discretion & confidentiality

Communication skills

Time management

Organizational skills

Education

Bachelor’s degree or equivalent experience

Tools

MS SharePoint

Job description

Raftelis Financial Consultants, Inc. seeks an Administrative Assistant to support the Administrative Manager, handle daily operations, and serve as a building management liaison, including licenses and corporate files and event planning.

The role requires maintaining confidentiality, coordinating travel, preparing documents, and assisting the Charlotte leadership team with meetings, contracts, and expense reporting. Strong MS Office skills and excellent communication are essential.