Join to apply for the Executive Assistant role at CSI Group.
Base pay range
$60,000.00/yr - $70,000.00/yr
CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. Our mission is to simplify financial security and remove uncertainty for Americas 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 allbecause everyone deserves confidence in their financial future.
CSI Group lives by its CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
Key Responsibilities
- Administrative Support: Manage and maintain executives calendars, scheduling meetings, appointments, and travel arrangements. Prepare and edit correspondence, communications, presentations, and documents. Handle incoming and outgoing communications, ensuring prompt responses and follow?ups. Coordinate and organize meetings, including preparing agendas, booking meeting rooms, and taking minutes.
- Project Management: Assist with planning and execution of special projects, ensuring deadlines are met. Coordinate cross?departmental initiatives and track progress to align with executive priorities.
- Confidentiality & Discretion: Handle sensitive information with 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, representing the executive. Coordinate and manage communications with board members, clients, and key contacts.
- Event Planning & Coordination: Organize company events, meetings, and executive off?sites, managing logistics and preparing materials. Coordinate 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.
- Proficiency with 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.
- Exceptional organizational skills, managing multiple tasks and priorities simultaneously.
- Strong communication skills, interacting effectively with senior executives and stakeholders.
- Quickly learns and adopts new software, tools or systems to enhance administrative efficiency, staying informed about latest technology relevant to administrative work.
- A proactive approach to identifying issues and solving problems before they emerge.
Referrals increase your chances of interviewing at CSI Group by 2.
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