Senior Advisor Scheduler & Meeting Maestro

Csi-Group; Wall Township (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

CSI Group in the United States seeks a Senior Advisor Administrator to keep the schedule running smoothly, coordinating CSI360 meetings, and ensuring all details are prepared and followed up. You will support one or two Senior Advisors, manage calendars, and handle travel logistics as needed.

The role emphasizes relentless follow-through, strong communication, and discreet handling of confidential information, with CRM data management and cross-team coordination at the core of daily tasks.

Qualifications

• 2+ years as EA/administrator supporting senior leaders.
• Manage multiple complex calendars with competing priorities.
• Relentless follow-through to schedule meetings.
• Strong written and verbal communication.
• Discretion with confidential information.
• Proficiency with MS Office tools (Outlook/Word/Excel/PowerPoint).
• High school diploma or equivalent.
• Preferred: associate's or bachelor's degree.
• Experience in financial services or client-service environments.
• Experience using CRM systems.

Responsibilities

• Own the calendar for one or two Senior Advisors.
• Coordinate scheduling with members and advisors.
• Protect time for CSI360 meetings.
• Prioritize requests and deadlines.
• Schedule or pickup meetings when needed.
• Confirm meetings after cadence.
• Ensure attendees are prepared.
• Follow up on no-shows and recover meetings.
• Prepare meeting materials and gather internal information.
• Organize member history and CRM data before meetings.
• Record notes and next steps.
• Assist with travel, reservations, and logistics.

Skills

Calendar management

Meeting coordination

Follow-up persistence

Communication skills

Discretion with confidential info

MS Office proficiency

CRM experience

Education

High school diploma or equivalent

Associate's or bachelor's degree (preferred)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM systems

Job description

CSI Group in the United States seeks a Senior Advisor Administrator to keep the schedule running smoothly, coordinating CSI360 meetings, and ensuring all details are prepared and followed up. You will support one or two Senior Advisors, manage calendars, and handle travel logistics as needed.

The role emphasizes relentless follow-through, strong communication, and discreet handling of confidential information, with CRM data management and cross-team coordination at the core of daily tasks.