Executive Paraplanner & CEO Office Coordinator

Cornerstone Advisors - Ensure You'll Endure™; Allentown (Lehigh County); On-site; USD 42,000 - 65,000; Full time

Job summary

Cornerstone Advisors in Allentown, PA is seeking an Associate Paraplanner/Executive Coordinator who supports the CEO with executive assistance and oversees daily administrative operations. The role requires exceptional organization, proactive communication, and collaboration to deliver a polished client and team experience.

Responsibilities include calendar management, meeting coordination, client data handling in the CRM, paraplanning support, and maintaining confidential files.

Qualifications

• Bachelor’s degree required; advanced degree and/or certifications preferred, but not required.
• Proven experience providing operational support in a fast-paced office.
• Industry Knowledge in Estate Planning, Financial Services, Insurance, or related professional services.

Responsibilities

• Manage CEO/President's daily calendar and coordinate client meetings.
• Coordinate internal meetings related to external client meetings.
• Cull and organize CEO/President’s email; prepare meeting notes and distribute.
• Assist with paraplanning and preparation of financial planning materials.
• Maintain organized digital planning files and ensure client data in CRM is accurate.

Skills

Organization

Calendar Management

CRM (SmartOffice)

Microsoft Office

Communication

Teamwork

Discretion

Education

Bachelor's degree

Tools

SmartOffice CRM

Constant Contact

Clockify

Job description

Cornerstone Advisors in Allentown, PA is seeking an Associate Paraplanner/Executive Coordinator who supports the CEO with executive assistance and oversees daily administrative operations. The role requires exceptional organization, proactive communication, and collaboration to deliver a polished client and team experience.

Responsibilities include calendar management, meeting coordination, client data handling in the CRM, paraplanning support, and maintaining confidential files.