Cornerstone Advisors - Ensure You'll Endure™ · 1 month ago
Paraplanner/Administrator
Allentown, PA
Full-time
Onsite
New Grad, Entry LevelCornerstone Advisors is a firm dedicated to providing exceptional service to family-owned businesses. The Entry-Level Paraplanner/Administrator plays a key role in supporting the CEO/President and ensuring smooth office operations while assisting with financial planning and administrative tasks.
AdviceFinancial ServicesSmall and Medium Businesses
Responsibilities
Closely manage the CEO/President’s daily calendar, including coordinating client meetings and anticipating necessary preparation required
Coordinating internal meetings related to external client meetings
Cull and organize CEO/President’s email
Preparation of meetings notes and distribution
Delegation of necessary action items related to internal/external meetings
Proper project tracking and assistance in workflow
Maintaining a weekly agenda that tracks the performance of team members and their anticipated action items weekly
Assist in the preparation of financial planning materials using predetermined, compliant templates
Gather and organize client data through fact-finding, questionnaires, and document requests
Enter client data into CRM systems with accuracy
Prepare basic financial planning reports, including asset summaries and insurance reviews
Assist with case design by preparing preliminary plan scenarios
Support compliance processes by ensuring that client files, disclosures, and documentation meet industry and firm requirements
Maintain organized digital planning files and ensure all client information is documented and updated consistently
Assist Controller with billing processes and prepare client billing correspondence
Request and obtain financial statements from clients
Maintain and update client and prospect records in the CRM (SmartOffice); serve as internal “SmartOffice Subject Matter Expert.”
Save and organize firm materials, including articles and webinars, for internal and client use
Provide administrative support to the CEO/President, including:
Email management and prioritization
Calendar and meeting coordination
Travel arrangements
Filing and document organization
Drafting meeting notes and correspondence
Support other projects as needed as directed by CEO/President
Order and manage Kolbe and Caliper assessments for clients and internal team use
Assist with Human Capital Development projects as needed
Support general administrative needs as assigned
Perform backup duties for other staff as required
Identify opportunities to streamline processes and improve office efficiency
Qualification
Required
Bachelor's degree required
Proven experience providing operational support to a professional individual or team in a fast-paced office environment
Background in Financial Services, Insurance, or related professional services required
Demonstrates exceptional organizational skills, attention to detail, and the ability to manage multiple priorities effectively
Communicates clearly and professionally, both verbally and in writing, with colleagues, clients, and external partners
Skilled in Microsoft Office Suite; experience with SmartOffice CRM, Constant Contact, and general office technology preferred
Proactive and self-directed; anticipates needs, takes ownership of tasks, and consistently meets deadlines
Exercises sound decision-making, professionalism, and discretion; demonstrates empathy and emotional awareness in interactions
Dedicated to providing a welcoming, responsive, and high-quality client experience
Works effectively as part of a team and contributes to a positive, cooperative office environment
Maintains strict confidentiality internally and externally; upholds the firm's ethical and professional standards
Remains flexible and composed in a dynamic environment; adjusts to shifting priorities or unexpected challenges with a positive attitude
Identifies issues proactively and develops efficient, practical solutions with minimal supervision
Represents the firm with poise, polish, and a client-first mindset at all times
Seeks opportunities to streamline processes, improve systems, and enhance operational efficiency
Preferred
Advanced degree and/or certifications preferred, but not required
Company
Cornerstone Advisors - Ensure You'll Endure™
The things we do and services we offer aren’t for everyone. We aren’t financial advisors or accountants.
Founded in 1983
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rachel Lower, CLU, ChFC
President & CEO
Recent News
Company data provided by crunchbase