Paraplanner
Allentown, PA · On-site
Description The Associate Paraplanner/Executive Coordinator at Cornerstone Advisors plays a key role in creating a professional, collaborative, and organized office environment that reflects our ...
Cornerstone Advisors
6 jobs near Columbus, OH
Paraplanner
Allentown, PA · On-site
Description The Associate Paraplanner/Executive Coordinator at Cornerstone Advisors plays a key role in creating a professional, collaborative, and organized office environment that reflects our ...
2027 Consultant Intern (19514)
Scottsdale, AZ · On-site
$35/hr
About Cornerstone Advisors Cornerstone Advisors is a nationally recognized management and technology consulting firm serving banks, credit unions, and financial services organizations across the ...
2027 Consultant Intern (19514)
Scottsdale, AZ · On-site
$35/hr
About Cornerstone Advisors Cornerstone Advisors is a nationally recognized management and technology consulting firm serving banks, credit unions, and financial services organizations across the ...
Consultant (18412)
Scottsdale, AZ · On-site
Cornerstone Advisors is a niche national management and technology consulting firm serving banks and credit unions across the country. We specialize in technology contract negotiation, strategic ...
Consultant (18412)
Scottsdale, AZ · On-site
Cornerstone Advisors is a niche national management and technology consulting firm serving banks and credit unions across the country. We specialize in technology contract negotiation, strategic ...
Cornerstone Advisors is a niche national management and technology consulting firm serving banks and credit unions across the country. We specialize in technology contract negotiation, strategic ...
Cornerstone Advisors is a niche national management and technology consulting firm serving banks and credit unions across the country. We specialize in technology contract negotiation, strategic ...
Paralegal
$75K/yr
Join us at Cornerstone Advisors, where you'll play a vital role as a Paralegal in the finance industry, supporting our mission to help businesses thrive across generations. Your work will be integral ...
Quick apply
Paralegal
$75K/yr
Join us at Cornerstone Advisors, where you'll play a vital role as a Paralegal in the finance industry, supporting our mission to help businesses thrive across generations. Your work will be integral ...
Paraplanner
Allentown, PA · On-site
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 ...
Paraplanner
Allentown, PA · On-site
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 ...
Job description
Description
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 the clients we serve. 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 has exposure to estate planning & advanced estate design strategies, 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
$45
Qualifications
$46
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 the clients we serve. 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 has exposure to estate planning & advanced estate design strategies, 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
$45
Qualifications
$46