Executive Coordinator & Paraplanning Associate

Cornerstone Advisors - Ensure You'll Endure™; Allentown (Lehigh County); On-site; USD 50,000 - 75,000; Full time

Job summary

Cornerstone Advisors seeks an Associate Paraplanner - Executive Coordinator to act as the primary support for the CEO/President and to help manage the daily office operations. The role blends paraplanning tasks with executive assistance and administrative duties to ensure a smooth, client-focused workflow.

The ideal candidate is highly organized, proactive, and collaborative, capable of balancing multiple priorities while upholding Cornerstone Advisors' culture and client experience.

Qualifications

• Bachelor's degree required; advanced degree and/or certifications preferred.
• Proven experience providing operational support to a professional individual or team.
• Background in Estate Planning, Financial Services, Insurance, or related professional services.

Responsibilities

• Manage CEO/President's calendar and client meetings; prep as needed.
• Coordinate internal and external meetings; organize emails and notes.
• Prepare basic planning materials and client data for paraplanning tasks.
• Support billing processes and client billing correspondence; track time entries.
• Maintain CRM data accuracy and store firm materials for internal/client use.

Skills

Executive support

Calendar management

Email management

Billing processes

CRM data entry

Education

Bachelor's degree

Advanced degree or certifications preferred

Tools

SmartOffice CRM

Clockify

Microsoft Office

Job description

Cornerstone Advisors seeks an Associate Paraplanner - Executive Coordinator to act as the primary support for the CEO/President and to help manage the daily office operations. The role blends paraplanning tasks with executive assistance and administrative duties to ensure a smooth, client-focused workflow.

The ideal candidate is highly organized, proactive, and collaborative, capable of balancing multiple priorities while upholding Cornerstone Advisors' culture and client experience.