Administrator, Senior Advisor

CSI Group • Howell Township, NJ

18d

About The Position

The Senior Advisor Administrator supports one or two Senior Advisors by managing calendars and ensuring meetings are scheduled, confirmed, prepared for, and recovered when they are canceled or missed. The central measure of the role is making sure meetings happen and participants arrive prepared, so Senior Advisors can focus on serving members.

The role coordinates with members and internal partners, including Lead Advisors, Growth and Development Advisors, Financial Advisors, Attorneys, and Member Services. It prepares meeting materials, gathers member and CRM information, handles communications and administrative tasks, and may provide specifically assigned personal administrative support, with business responsibilities taking priority.

This position does not supervise employees, direct or monitor Member Services, work deals, or progress opportunities in the CRM. Senior Advisors run meetings and record CSI360™ outcomes, while Financial Advisors own opportunities from stage 4 forward.

Requirements

• At least 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, including confirming, chasing, and recovering meetings until they happen.
• Strong written and verbal communication skills and a professional, warm phone presence.
• Sound judgment in screening requests and escalating important matters.
• Discretion when handling confidential member and financial information.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
• High school diploma or equivalent.
• Ability to stay calm and organized when schedules shift frequently.
• Ability to build strong working relationships across teams without formal authority.

Nice To Haves

• Associate's or bachelor's degree.
• Experience in financial services, tax, insurance, legal, or another member- or client-service environment.
• Experience working in a CRM.
• Familiarity with the demands of tax season.
• Comfort adopting AI and modern productivity tools.
• Alignment with CSI Group's CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

Responsibilities

• Manage and maintain the calendars of one or two Senior Advisors, coordinating with members and internal and external meeting participants.
• Protect time for CSI360™ meetings, help prioritize requests and deadlines, and place scheduling requests from the Growth and Development Advisor directly on the calendar.
• Schedule meetings, confirm them according to the established cadence, prepare attendees, reschedule cancellations, follow up on no-shows, and recover CSI360™ meetings identified as scheduled but not held.
• Prepare meeting materials; gather internal information; organize member history and CRM information; record notes, action items, and next steps when appropriate; and help collect requested documents and information.
• Serve as the primary point of contact for Senior Advisors; screen, organize, and prioritize incoming calls, correspondence, and meeting requests; and promptly escalate urgent matters.
• Partner with Member Services to request member information and follow up on outstanding items for upcoming meetings, without directing or monitoring Member Services.
• Prepare reports, spreadsheets, presentations, and documents; maintain electronic and physical files; and assist with expense reports, invoices, reimbursements, and administrative records.
• Coordinate travel, reservations, and logistics as assigned.
• Provide specifically assigned personal administrative support, such as EZ Pass, CLEAR, credit card administration, travel accounts, and personal scheduling, while prioritizing business responsibilities.
• Support successful meeting outcomes, including completed follow-ups, prepared members and internal partners, and Senior Advisors spending time with members rather than managing calendars.

Benefits

• Opportunity to contribute to helping middle-class families achieve financial security.
• Work at a growing, AI-driven firm that invests in modern tools and its people.
• Skill development through CSI Academy.
• Work alongside experienced advisors, tax professionals, Financial Advisors, and Attorneys.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED