Senior Advisor Scheduler & Meeting Coordinator

CSI Group; Wall Township (NJ); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

CSI Group in the United States is seeking a Senior Advisor Administrator to keep a busy calendar running smoothly for one or two Senior Advisors. You will schedule, confirm, and prepare for CSI360 meetings, while coordinating with Financial, Growth, and Legal Advisors to ensure timely and productive sessions.

You will also prepare materials, maintain CRM records, and follow up on action items after meetings.

Qualifications

• 2+ years of experience as an executive assistant, administrator, or scheduling coordinator supporting senior leaders or client-facing professionals.
• Proven ability to manage multiple complex calendars with competing priorities.
• Relentless follow-through: you confirm, chase, and recover meetings until they happen.
• Strong written and verbal communication skills, with a professional and warm phone presence.
• Sound judgment in screening requests and escalating what matters.
• Discretion with confidential member and financial information.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
• High school diploma or equivalent.

Responsabilités

• Own the calendar: manage calendars for one/two Senior Advisors, coordinate scheduling with stakeholders, protect CSI360 meetings, prioritize requests.
• Own every meeting from start to finish: schedule, confirm, ensure preparation, and recover no-shows or cancellations.
• Prepare for meetings: assemble materials, organize member history and CRM info, record notes and next steps.
• Manage communication and access: act as primary contact for Senior Advisors, screen and prioritize requests, escalate urgent matters.
• Provide administrative support: prepare reports, manage files, handle expenses and logistics, support special projects.

Connaissances

Calendar management

Relentless follow-through

Written and verbal communication

Discretion with confidential info

Multitasking

Formation

High school diploma or equivalent

Associate's or bachelor's degree (preferred)

Outils

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Description du poste

CSI Group in the United States is seeking a Senior Advisor Administrator to keep a busy calendar running smoothly for one or two Senior Advisors. You will schedule, confirm, and prepare for CSI360 meetings, while coordinating with Financial, Growth, and Legal Advisors to ensure timely and productive sessions.

You will also prepare materials, maintain CRM records, and follow up on action items after meetings.