Cornerstone Advisors

Cornerstone Advisors

6 jobs near Columbus, OH

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 ...

New

Paraplanner

Allentown, PA · On-site

$75K/yr

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 ...

New

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 ...

New

Full-time

Posted 3 days ago

New


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