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Executive Assistant

Clearwater, FL · Administrative
CSenge Advisory Group
Clearwater, FL

is looking for an experienced
Executive Assistant

About our company:
Csenge is a well-established wealth management firm, led by a team of experienced advisors and professionals with a unique vision in mind: to take financial planning and investment management to a higher standard of excellence.

As an independent firm, Csenge provides truly objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Through our team’s commitment to upholding the highest ethical and professional standards, we provide independent advice tailored to our clients’ needs.
Location: 4755 East Bay Drive, Clearwater, FL 33764
Our Website: https://www.csenge.com/

Executive Assistant’s schedule and location:
You will be located at our office and will have a schedule of Monday-Friday 8am to 5pm.  This is not a remote position.

Importance & duties of this position:
As the Executive Assistant (EA), you will oversee & manage our executive's day-to-day activities. You will handle a wide range of administrative tasks which require a strong ability to navigate through new systems. You will act as the main liaison between the executive and the staff, clients, vendors, etc. You will generally manage their schedule and priorities.

Required experience and qualifications:
  • Minimum five (5) years of experience as an Executive Assistant.
  • Financial Industry experience preferred; licenses are not mandatory.
Desired personality characteristics:
  • Solid understanding of priorities.
  • Detail oriented.
  • Ability to maintain focus and sense of urgency.
  • Needs minimal guidance.
  • Great professionalism, a polished demeanor, and positive attitude.
  • Proficient in MS Office; quick and agile in learning new technologies and software.
  • Proactive attitude.
  • Strong organizational skills.
  • Excellent written and verbal communication skills.
Compensation & Benefits:
Depending on your experience and performance record, we offer $55,000 - $65,000 as base pay, along with potential for performance-based bonuses.

We also offer: Health Insurance, dental & Vision Insurance, 401K with matching, long/short-term disability, Vacation/PTO.

Thank you for sending your application online.

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