Paraplanner
$55k - $75kCornerstone Advisors
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.
Vacancy posted 4 days ago
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