Senior Advisor, Administrator

CSI Group

. Manage and maintain the calendars of one or two Senior Advisors .

Posted 10/22/2026full-timeWall Township • New Jersey • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex calendars and scheduling for senior leaders while ensuring effective communication and organization. Proficient in preparing meeting materials and maintaining confidentiality in handling sensitive information.

Highest-signal resume keywords

Calendar ManagementMeeting CoordinationMicrosoft Outlook ProficiencyStrong Written And Verbal CommunicationCRM Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Calendar ManagementMeeting CoordinationReport PreparationSpreadsheet ManagementDocument OrganizationExpense ReportingTravel CoordinationCRM ProficiencyMicrosoft Word ProficiencyMicrosoft Excel Proficiency

Soft Skills

Strong Communication SkillsDiscretionAdaptabilityTeam PlayerPositive Attitude

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial ServicesClient-Service EnvironmentTaxInsuranceLegal

About the role

Key responsibilities & impact

Manage and maintain the calendars of one or two Senior Advisors
Coordinate scheduling with members, advisors, attorneys, and other meeting participants
Protect time for CSI360™ meetings and prioritize requests, commitments, and deadlines
Schedule, confirm, prepare, reschedule, and recover meetings from cancellations and no-shows
Ensure attendees are prepared and required documents and information are collected
Prepare meeting materials and organize member history and CRM information
Record notes, action items, and next steps when appropriate
Serve as the primary point of contact for Senior Advisors
Screen, organize, and prioritize calls, correspondence, and meeting requests
Escalate urgent and time-sensitive matters
Partner with Member Services to request member information and follow up on outstanding items
Prepare reports, spreadsheets, presentations, and documents
Maintain organized electronic and physical files
Assist with expense reports, invoices, reimbursements, and administrative records
Coordinate travel, reservations, and logistics
Provide assigned personal administrative support while prioritizing business responsibilities
Support special projects
Ensure meetings happen and participants are prepared so Senior Advisors can focus on members

Requirements

What you’ll need

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 with meeting confirmation, follow-up, and recovery
Strong written and verbal communication skills with a professional and warm phone presence
Sound judgment in screening requests and escalating important matters
Discretion with confidential member and financial information
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
High school diploma or equivalent
Preferred: Associate's or bachelor's degree
Preferred: Experience in financial services, tax, insurance, legal, or another member- or client-service environment
Preferred: Experience working in a CRM
Preferred: Familiarity with the demands of tax season
Preferred: Comfort adopting AI and modern productivity tools
Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset
Ability to stay calm and organized when schedules shift by the hour
Ability to build strong working relationships across teams without authority

Benefits

Comp & perks

CSI Academy and opportunities to grow skills
AI-driven firm investing in modern tools and people
Inclusive work environment committed to diversity
Hybrid work arrangement