Description

JOB SUMMARY: The Associate Paraplanner - Executive Coordinator at Cornerstone Advisors plays a key role in creating a professional, collaborative, and organized office environment that reflects our commitment to clients. Serving as the main point of contact for our CEO/President, the Associate Paraplanner - Executive Coordinator provides direct executive assistance to the CEO/President and, when time permits, supports daily administrative and operational functions of the office as needed.

The ideal candidate is highly organized, proactive, and collaborative, with the ability to balance multiple priorities while consistently delivering a positive client and team experience that embodies the Cornerstone Advisors' culture.

Responsibilities

$44

Qualifications

Education and Experience
• Education: Bachelor's degree required; advanced degree and/or certifications preferred, but not required.
• Experience: Proven experience providing operational support to a professional individual or team in a fast-paced office environment.
• Industry Knowledge: Background in Estate Planning, Financial Services, Insurance, or related professional services required.