Csenge Advisory Group

Expanding Wealth Management Firm looking for Experienced

Office Operations Specialist

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

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:

As our Office Operations Specialist, you will oversee and manage the big picture and details to running the office efficiently through reception and office management. You will need to be able to handle a wide range of administrative tasks, and quickly learn to navigate new systems.

Some of Your Duties & Responsibilities as Office Operations Specialist include:

Reception

Answer phones
Greet clients
Handle incoming and outgoing mail, UPS, & FedEx
Manage incoming and outgoing faxes
Schedule client appointments with Calendly
Lead client mailings
Mail/Order birthday & special occasion cards/gifts for clients
Manage birthdays/work anniversaries for team and outside advisors

Office Management

Prepare weekly team meeting reports
Review and submit invoices for payment
Mail payments
Point of contact for vendors (IT, phones, internet, shred services, etc.)
Coordinate and communicate housekeeping needs
Inventory and order office supplies and stationary

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.

Some 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.
Demonstrate professionalism, maintains a polished demeanor, and positive attitude.
Gracious team member.
Adapts well to changing plans and priorities, comfortable dealing with ambiguity.
Maintains strict confidentiality standards, absolute discretion, and appropriate handling of highly sensitive information.

Compensation & Benefits:

Depending on your experience and performance record, base pay range: $40,000 - $45,000/year, 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.