Executive Assistant

Join Our Growing Team: Executive Assistant to CEOWho You Are: You're the right-hand to our CEO and play a key role in helping the team operate like a smooth-running operation. You love supporting growth-oriented individuals, taking ownership of projects, and contributing to something bigger. You exude positive energy, are impeccably organized, and possess a collaborative, team-first mentality.What You'll Bring:ExperiencePrevious administrative support experience in a professional office environmentTech SavvyComfortable with office and CRM software (e.g., Wealthbox, Salesforce, Redtail, DocuSign, etc.) and proficient in MS Office (Outlook, Excel, PowerPoint, Word)Communication SkillsYou excel at both written and verbal communication, ensuring clear, professional interactions with clients, stakeholders, and internal teamsAttention to DetailA knack for spotting the little things that make a big differenceTime ManagementA true master of prioritization, always staying ahead of deadlines in a fast-paced environmentRole Highlights: As an Executive Assistant, you will play a pivotal role in supporting our CEO and driving the success of our business operations. Here's what you'll be doing:CEO SupportProvide direct administrative support, including calendar management, email coordination, and travel arrangementsPodcast & Guest CoordinationManage podcast schedules, guest interactions, and behind-the-scenes logisticsOffice & Client ManagementMaintain an organized office, and assist clients and internal teams with operational needsDocument PreparationDraft and prepare documents with a keen eye for accuracy and efficiencyCRM ManagementStay on top of tasks and client details using firm CRMClient Relationship ManagementServe as a trusted point of contact for clients, ensuring stellar service and building long-term relationshipsContinuous LearningStay up to date with all the latest technology and tools used in the businessWhat We Expect from You:Organization & ExecutionA master of managing details, ensuring that nothing falls through the cracksProactive & Self-DirectedYou are highly motivated, take initiative, and follow through on every task, no matter how big or smallRelationship-OrientedYour people-focused, with a focus on maintaining strong relationships both within the team and with clientsAdaptabilityYou can pivot quickly and remain effective when circumstances changeTeam PlayerWe're all in this together, and you bring an open, collaborative mindset to every projectWho We Are: At Cornerstone Planning Group, we're not just another financial advisory firm"”we're a passionate team committed to making a real difference in the lives of our clients. With a strong focus on collaboration, integrity, and excellence, we've built a culture that empowers each team member to thrive and lead by example. Our high-performing team is driven by a shared mission: to deliver exceptional financial solutions and create lasting, meaningful relationships with every client we serve. If you're looking to be part of a dynamic, growth-oriented firm where your impact is valued and your contributions matter, Cornerstone is the place to be.Why Us:Culture of ExcellenceWork in a company that values high performance and is driven by passion and innovationGrowth OpportunitiesYou'll have access to continuous learning and mentoring, growing your skills and career along the wayTeam-Oriented EnvironmentThrive in a team-first environment where collaboration and support are integral to our success.Position Benefits:· Part-Time (Approximately 30 hours a week)· Covered Health Insurance, Life Insurance, & Long-Term Disability· Paid Federal Holidays· Gym Reimbursement· Flexible Paid Time Off (PTO) Policy

Created: 2025-02-16