Executive Assistant

Executive Assistant to Partner/Chief Investment Officer

Csenge Advisory Group is a $3B AUM independent wealth management firm founded in 1999 with a clear mission: to elevate the standard of financial planning and investment management. We provide objective, fiduciary advice and are deeply committed to trust, integrity, and exceptional client service.

Headquartered in Clearwater, Florida, we help clients simplify the successful management of their wealth through our three core pillars:

Our

Location:

4755 East Bay Drive, Clearwater, FL 33764,

The Executive Assistant (EA) to the Partner/Chief Investment Officer plays a critical role in enabling executive effectiveness and operational excellence. This position serves as the primary day‑to‑day support for the CIO, managing complex priorities, communications, and logistics with precision and discretion.

The ideal candidate is highly organized, proactive, detail‑oriented, and comfortable operating in a fast‑paced, high‑expectation environment. This role requires strong judgment, strategic thinking, and absolute confidentiality. The EA is trusted to anticipate needs, solve problems before they arise, and act as a professional extension of the Partner/CIO.

• Manage and maintain a highly structured, complex executive calendar with competing priorities.
• Prepare the Partner/CIO for daily activities, meetings, and deliverables.
• Anticipate needs, proactively resolve issues, and ensure seamless daily operations.
• Review, organize, and prioritize email and correspondence.
• Manage expense reports and administrative documentation.

• Serve as the primary point of contact and liaison between the Partner/CIO and clients, advisors, vendors, and internal teams.
• Answer phones and schedule appointments with professionalism and discretion.
• Effectively manage relationships with tact, courtesy, and professionalism.

• Prepare the Partner/CIO for meetings & speaking engagements, including materials, logistics, and follow‑up needs.
• Coordinate all aspects of domestic and international travel.
• Ensure meeting readiness and alignment with business priorities.

• Handle ad hoc projects and responsibilities as needed.
• Act as a coordinator for the Asset Management team.
• May assist with limited personal scheduling and administrative matters.
• Adapt to evolving priorities and shifting demands with flexibility and poise.

• 5+ years of experience as an Executive Assistant supporting senior leadership.
• Financial services or professional services experience preferred.
• Exceptional organizational, prioritization, and problem‑solving skills.
• Proven ability to work independently with sound judgment and minimal supervision.
• High level of discretion; demonstrated experience handling confidential information.
• Strong written and verbal communication skills with executive presence.
• Ability to adapt quickly to changing priorities and ambiguity.
• Proficiency in Microsoft Office; quick to learn new technologies and systems.
• Polished, professional demeanor with a proactive, service‑oriented mindset.

We offer a competitive compensation package commensurate with experience and performance:

• Short-Term Incentive Bonus
• Departmental Incentive Bonus
• Profit Sharing
• Health Insurance (75% employer-paid)
• Dental & Vision Insurance (100% employer-paid)
• Short- and Long-Term Disability (100% employer-paid)
• 401(k) with employer matching
• Paid Time Off / Vacation