Job Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

The Temporary Data Specialist will assist with administrative tasks and help maintain the accuracy of our client database.

***** This is a temporary, part-time position at 29 hours per week*****

PRIMARY DUTIES AND RESPONSIBILITIES

• Accurately enter and update client information, account details, and other relevant data into our company databases and systems.
• Ensure the integrity and completeness of all data by performing regular reviews and audits.
• Assist with the collection and preparation of client data for entry, ensuring all source documents are properly sorted and organized.
• Maintain client files and records, ensuring all information is kept confidential and is easily accessible when needed.
• Provide administrative support to other team members as required, which may include assisting with reports, presentations, and communication.
• Help troubleshoot and resolve data discrepancies by collaborating with other departments.

Requirements

COMPETENCIES REQUIRED

• Strong verbal and written communication skills
• Display keen attention to detail with a high level of accuracy
• Solid organizational and time-management skills, with the ability to meet deadlines in a fast-paced environment.
• Demonstrate sound judgment when making decisions, and operate with discretion and integrity
• A proactive attitude and a strong desire to learn.

EDUCATION AND QUALIFICATIONS

• HS diploma or GED required
• 1+ year of CRM experience (HubSpot preferred), including maintaining data in a business system (including data entry, cleansing, and quality checks—not solely clerical typing work)
• Proficiency with Microsoft Office Suite, particularly Excel required

REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:

• 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. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• 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. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• 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