CSI Group
Join to apply for the
Executive Assistant
role at
CSI Group Join to apply for the
Executive Assistant
role at
CSI Group Join CSI Group A Thriving Career Awaits You! CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity. We specialize in financial planning, tax preparation, and estate planning , offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy. Through our
one-stop-shop approach , we make high-quality financial services both
affordable and accessible , empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones. Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth! Job Summary: The Executive Assistant, supporting Co-CEO's, provides high-level administrative support to senior executives, ensuring efficient operation of their daily activities. This role involves managing calendars, coordinating meetings, handling communications, and performing various tasks to assist executives in achieving their business objectives. The ideal candidate is highly organized, proactive, and capable of handling confidential information with discretion. Key Responsibilities: Administrative Support: Manage and maintain executives calendars, including scheduling meetings, appointments, and travel arrangements. Prepare and edit correspondence, communications, presentations, and other documents. Handle incoming and outgoing communications, including emails, phone calls, and written correspondence, ensuring prompt responses and follow-ups. Coordinate and organize meetings, including preparing agendas, booking meeting rooms, and taking minutes. Project Management: Assist with the planning and execution of special projects, ensuring deadlines are met. Coordinate cross-departmental initiatives and track progress to ensure alignment with executive priorities. Confidentiality & Discretion: Handle sensitive information with the utmost confidentiality and professionalism. Act as a gatekeeper, managing access to the executive and prioritizing requests. Office Management: Manage office supplies, equipment, and any other resources needed for the executive's operations. Relationship Management: Build and maintain relationships with internal and external stakeholders, acting as a representative of the executive. Coordinate and manage communications with board members, clients, and other key contacts. Event Planning & Coordination: Organize company events, meetings, and executive off-sites, including managing logistics and preparing materials. Coordinate the logistics of external and internal events as required. Research & Reporting: Conduct research on various topics as requested by the executive, providing concise summaries and insights. Prepare reports, summaries, and presentations for meetings, ensuring the executive has all necessary information. Qualifications: Bachelors degree in Business Administration, Communications, or a related field (preferred). 5+ years of experience as an Executive Assistant or in a similar role. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office management software. Strong organizational, time-management, and multitasking skills. Excellent verbal and written communication skills. Ability to work independently and prioritize tasks effectively. High level of discretion and confidentiality. Strong attention to detail and problem-solving skills. Experience in a corporate environment is preferred. Organization:
Exceptional organizational skills with the ability to manage multiple tasks and priorities simultaneously. Communication:
Strong communication skills, both written and verbal, with the ability to interact effectively with senior executives and stakeholders. Adaptability to New Tools:
Quickly learns and adopts new software, tools, or systems that can enhance administrative efficiency. Stays informed about the latest technology and tools relevant to administrative work. Discretion:
Ability to handle confidential information with integrity and professionalism. Time Management:
Efficient time management skills, ensuring tasks are completed within deadlines. Proactivity:
A proactive approach to identifying issues and solving problems before they escalate. Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Administrative Industries
Accounting, Financial Services, and Law Practice Referrals increase your chances of interviewing at CSI Group by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for Executive Assistant roles.
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Executive Assistant
role at
CSI Group Join to apply for the
Executive Assistant
role at
CSI Group Join CSI Group A Thriving Career Awaits You! CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity. We specialize in financial planning, tax preparation, and estate planning , offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy. Through our
one-stop-shop approach , we make high-quality financial services both
affordable and accessible , empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones. Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth! Job Summary: The Executive Assistant, supporting Co-CEO's, provides high-level administrative support to senior executives, ensuring efficient operation of their daily activities. This role involves managing calendars, coordinating meetings, handling communications, and performing various tasks to assist executives in achieving their business objectives. The ideal candidate is highly organized, proactive, and capable of handling confidential information with discretion. Key Responsibilities: Administrative Support: Manage and maintain executives calendars, including scheduling meetings, appointments, and travel arrangements. Prepare and edit correspondence, communications, presentations, and other documents. Handle incoming and outgoing communications, including emails, phone calls, and written correspondence, ensuring prompt responses and follow-ups. Coordinate and organize meetings, including preparing agendas, booking meeting rooms, and taking minutes. Project Management: Assist with the planning and execution of special projects, ensuring deadlines are met. Coordinate cross-departmental initiatives and track progress to ensure alignment with executive priorities. Confidentiality & Discretion: Handle sensitive information with the utmost confidentiality and professionalism. Act as a gatekeeper, managing access to the executive and prioritizing requests. Office Management: Manage office supplies, equipment, and any other resources needed for the executive's operations. Relationship Management: Build and maintain relationships with internal and external stakeholders, acting as a representative of the executive. Coordinate and manage communications with board members, clients, and other key contacts. Event Planning & Coordination: Organize company events, meetings, and executive off-sites, including managing logistics and preparing materials. Coordinate the logistics of external and internal events as required. Research & Reporting: Conduct research on various topics as requested by the executive, providing concise summaries and insights. Prepare reports, summaries, and presentations for meetings, ensuring the executive has all necessary information. Qualifications: Bachelors degree in Business Administration, Communications, or a related field (preferred). 5+ years of experience as an Executive Assistant or in a similar role. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office management software. Strong organizational, time-management, and multitasking skills. Excellent verbal and written communication skills. Ability to work independently and prioritize tasks effectively. High level of discretion and confidentiality. Strong attention to detail and problem-solving skills. Experience in a corporate environment is preferred. Organization:
Exceptional organizational skills with the ability to manage multiple tasks and priorities simultaneously. Communication:
Strong communication skills, both written and verbal, with the ability to interact effectively with senior executives and stakeholders. Adaptability to New Tools:
Quickly learns and adopts new software, tools, or systems that can enhance administrative efficiency. Stays informed about the latest technology and tools relevant to administrative work. Discretion:
Ability to handle confidential information with integrity and professionalism. Time Management:
Efficient time management skills, ensuring tasks are completed within deadlines. Proactivity:
A proactive approach to identifying issues and solving problems before they escalate. Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Administrative Industries
Accounting, Financial Services, and Law Practice Referrals increase your chances of interviewing at CSI Group by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for Executive Assistant roles.
Ocean, NJ $70,000.00-$85,000.00 5 days ago Assistant Executive Director, Association of Cancer Care Centers (ACCC)
Cranbury, NJ $70,000.00-$90,000.00 2 weeks ago Ocean, NJ $72,000.00-$82,000.00 2 days ago Toms River, NJ $64,317.50-$108,810.90 6 days ago Toms River, NJ $64,317.50-$108,810.90 6 days ago Director of Culinary Operations Support - Neptune, NJ
Neptune, NJ $110,000.00-$120,000.00 2 months ago Sales Executive (Client Acquisition, up to $150k OTE)
Red Bank, NJ $40,000.00-$60,000.00 1 week ago Red Bank, NJ $40,000.00-$60,000.00 1 week ago Red Bank, NJ $40,000.00-$60,000.00 1 week ago Hightstown, NJ $40,000.00-$60,000.00 2 weeks ago Hightstown, NJ $40,000.00-$60,000.00 1 week ago Hightstown, NJ $40,000.00-$60,000.00 1 week ago Legal Assistant to Vice President and General Counsel
West Long Branch, NJ $62,000.00-$65,000.00 4 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr