Executive Assistant - Cornerstone Planning Group : Job Details

Join Our Growing Team: Executive Assistant to CEO

Who 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:

• Experience: Previous administrative support experience in a professional office environment
• Tech Savvy: Comfortable with office and CRM software (e.g., Wealthbox, Salesforce, Redtail, DocuSign, etc.) and proficient in MS Office (Outlook, Excel, PowerPoint, Word)
• Communication Skills: You excel at both written and verbal communication, ensuring clear, professional interactions with clients, stakeholders, and internal teams
• Attention to Detail: A knack for spotting the little things that make a big difference
• Time Management: A true master of prioritization, always staying ahead of deadlines in a fast-paced environment

Role 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 Support: Provide direct administrative support, including calendar management, email coordination, and travel arrangements
• Podcast & Guest Coordination: Manage podcast schedules, guest interactions, and behind-the-scenes logistics
• Office & Client Management: Maintain an organized office, and assist clients and internal teams with operational needs
• Document Preparation: Draft and prepare documents with a keen eye for accuracy and efficiency
• CRM Management: Stay on top of tasks and client details using firm CRM
• Client Relationship Management: Serve as a trusted point of contact for clients, ensuring stellar service and building long-term relationships
• Continuous Learning: Stay up to date with all the latest technology and tools used in the business

What We Expect from You:

• Organization & Execution: A master of managing details, ensuring that nothing falls through the cracks
• Proactive & Self-Directed: You are highly motivated, take initiative, and follow through on every task, no matter how big or small
• Relationship-Oriented: Your people-focused, with a focus on maintaining strong relationships both within the team and with clients
• Adaptability: You can pivot quickly and remain effective when circumstances change
• Team Player: We're all in this together, and you bring an open, collaborative mindset to every project

Who 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 Excellence: Work in a company that values high performance and is driven by passion and innovation
• Growth Opportunities: You'll have access to continuous learning and mentoring, growing your skills and career along the way
• Team-Oriented Environment: Thrive 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