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Executive Assistant

Clearwater, FL · Administrative

Csenge Advisory Group

Our firm’s Chief Investment Officer is looking for an experienced

Executive Assistant

Who we are:

Csenge Advisory Group is a $2B AUM (Assets Under Management) wealth management firm, founded in 1999 with a unique vision in mind: to take financial planning and investment management to a higher standard of excellence. As an independent firm, we are dedicated to providing truly objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Based in Clearwater, Florida, we are known for our commitment to helping our clients simplify the successful management of their wealth.

Our reputation has been built on three core pillars: Client Understanding ·  Integrated Advice · Simplicity

Our Location: 4755 East Bay Drive, Clearwater, FL 33764

Our Website: www.csenge.com

Executive Assistant’s schedule and location:

You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm.  This is not a remote position.

Your Mission as Executive Assistant:
As the Executive Assistant (EA) to the Chief Investment Officer (CIO), you will oversee & manage his day-to-day activities. You will handle a wide range of administrative tasks which require a strong ability to navigate through new systems.

Some of the Executive Assistant’s Duties & Responsibilities:

  • Coordinate complex calendaring and scheduling by implementing a structured calendaring system.

  • Point-of-Contact: Act as liaison between CIO and clients, vendors, etc.

  • Anticipate needs and solve problems proactively.

  • Handle and prioritize requests and scheduling with competing demands.

  • Coordinate all aspects of travel.

  • Review and organize emails.

  • Prepare CIO for the day (meetings, deliverables, etc.).

  • Prepare CIO for client meetings (document, assign, and track deliverables; ensure deliverables are complete; run reports from various systems, etc.) 

Required experience and qualifications:
  • Minimum five (5) years of experience as an Executive Assistant.

  • Financial Industry experience preferred; licenses are not mandatory.                   

Some of the required personality and behavioral characteristics:
  • Consistently demonstrates solid understanding of priorities; maintains focus and sense of urgency, while upholding respect for others.

  • Work independently with minimal guidance, as well as part of a collaborative team and assume additional responsibilities as required.

  • Gracious team member.

  • Demonstrate professionalism, maintains a polished demeanor, and positive attitude.

  • Adapts well to changing plans and priorities, comfortable dealing with ambiguity.

  • Maintains strict confidentiality standards, absolute discretion, and appropriate handling of highly sensitive information.

  • Proficient in MS Office; quick and agile in learning new technologies and software.

  • Proactive attitude with the ability to be adaptable in changing situations and willingness to help.

  • Superb organizational skills with an attention to detail.

  • Energetic attitude and willingness to go above and beyond to get things done.

  • Excellent written and verbal communication skills.

Compensation & Benefits:

Depending on your experience and performance record, $55,000 - $60,000 base pay, along with potential for performance-based bonuses.

We also offer a comprehensive benefits package: Health Insurance (75% paid by firm); Dental & Vision Insurance (100% paid by firm); 401K with matching; Long- and Short-term Disability (100% paid by firm); Vacation/PTO; and opportunity to obtain licenses/certifications to further benefit the firm and your role.

Thank you for sending your application online.

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