Office Operations & Events Coordinator

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

Benefits offered by this job

100% company-paid employee medical (H)

Dental coverage

401(k) with company contributions

Education Reimbursement Program

Discretionary paid time off

Life and Disability Insurance

Employee Assistance Program

Job summary

Raftelis Financial Consultants, Inc. seeks an Administrative Assistant in Charlotte to manage daily office operations and serve as a building liaison. Responsibilities include handling licenses, meeting planning, and document management with a strong emphasis on confidentiality.

The role requires a Bachelor’s degree or equivalent experience, excellent communication, and proficiency in MS Office. In-office schedule is Monday through Friday, 8:30 am to 5:30 pm, with comprehensive benefits and a

Qualifications

• Bachelor’s degree or equivalent experience.
• Discretion handling confidential information.
• Strong MS Office proficiency (Outlook, Word, Excel, PowerPoint).
• Excellent written and verbal communication.
• Organizational skills and attention to detail.
• Regular in-office hours Monday–Friday 8:30–5:30.

Responsibilities

• Answer phones and field requests from employees and clients.
• Manage mail and deliveries (USPS, UPS, FedEx).
• Coordinate travel planning and meeting logistics for leadership.
• Obtain insurance certificates for projects with our broker.
• Maintain shared workspaces and common areas.
• Organize files and correspondence on SharePoint.
• Support other offices and handle ad hoc requests.
• Familiarity with AI tools and AI agents.

Skills

MS Office

Discretion

Organizational skills

Communication

Time management

Reception duties

SharePoint

Education

Bachelor’s degree or equivalent experience

Tools

SharePoint

Job description

Raftelis Financial Consultants, Inc. seeks an Administrative Assistant in Charlotte to manage daily office operations and serve as a building liaison. Responsibilities include handling licenses, meeting planning, and document management with a strong emphasis on confidentiality.

The role requires a Bachelor’s degree or equivalent experience, excellent communication, and proficiency in MS Office. In-office schedule is Monday through Friday, 8:30 am to 5:30 pm, with comprehensive benefits and a