What are the responsibilities and job description for the Administrative Professional position at Cornerstone Advisor Group?
We’re looking for a motivated, detail-oriented Administrative Assistant to join our team! If you're organized, proactive, and thrive in a professional, client-focused environment, this is a great opportunity to grow within the financial services industry.
Potential for Additional Benefits
$36,000 yearly
Responsibilities:- Coordinate any company parties, necessary appointments, or travel
- Create and implement data entry protocols to streamline processes and increase productivity
- Handle and coordinate active calendars
- Handle incoming calls, schedule and confirm meetings
- Ensure file organization based on office protocol
- Provide general administrative support to financial advisors and office staff
- Maintain records, documentation, and databases (CRM system, client files, etc.)
- High school diploma or GED required
- Customer service, bookkeeping, or administrative experience is preferred
- Proficient in basic computer software and can quickly learn to use new programs
- Shows great interpersonal skills and excellent written communication
- Previous experience in an administrative or client service role (financial services a plus!)
- Strong interpersonal, customer service and communication skills
- Ability to multitask
- Proficient in Microsoft Office suite (Word, Excel, Outlook)
- Detailed - oriented, and able to handle confidential information
- Friendly, team - focused attitude with a willingness to learn
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
Salary : $36,000
