Join CSI Group - A Thriving Career Awaits You!
CSI Group - Where Our People, Our Purpose, and Our Future Meet
About CSI Group
CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.
Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all-because everyone deserves confidence in their financial future.
At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
These values aren't just words, they shape how we work, how we serve, and how we grow together.
Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
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.
- Bachelor's 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.