Depending on your experience and performance record, base pay range: $50,000/year, along with potential for performance-based bonuses. We also offer:
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/
Opportunity to obtain licenses/certifications to further benefit the firm and your role.
Who we are:
Csenge Advisory Group was founded in 1999 by a team of experienced advisors and Certified Financial Planner™ professionals 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.
Through our team’s commitment to upholding the highest ethical and professional standards, we can provide independent advice tailored to our clients’ needs. Based in Clearwater, Florida, we service clients and advisors across the country. 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 33764www.csenge.com
Office Operations Specialist’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.
Your Mission as Office Operations Specialist:
The Office Operations Specialist oversees and manages the big picture and details to running the office efficiently through reception and office management. This person is detail oriented, well-organized, able to efficiently multi-task, has impeccable prioritization skills, can handle a wide range of administrative tasks, and quickly learn to navigate new systems. This position requires intelligence, strategic thinking, superior problem-solving skills, and the understanding everything is to remain confidential.
Your Duties & Responsibilities include:
Answer phones
Greet clients
Handle incoming and outgoing mail, UPS, & FedEx
Manage incoming and outgoing faxes
Schedule client appointments with Calendly
Mail/Order birthday & special occasion cards/gifts for clients
Manage birthdays/work anniversaries for team and outside advisors
Coordinate team lunches; assist in planning team building events
Maintenance and scheduling of conference rooms
Maintain organized lobby, copy room, reception and kitchen areas
Filing
Reset client passwords
Work with Partners’ Executive Assistants, as needed
Prepare weekly team meeting reports
Mail payments
Coordinate and communicate housekeeping needs
Inventory and order office supplies and stationary
Assist onboarding new employees
Take on other tasks, as necessary
Required experience and qualifications:
Minimum three (3) years of experience as a receptionist and/or office manager.
Proficient in Microsoft Office
Quick and agile in learning new technologies and software
Excellent written and verbal communication skills.
Financial services experience a plus.
Required personality and behavioral characteristics: