Cornerstone Wealth Management, USA ยท 3 days ago
Administrative Assistant
Des Peres, MO
Part-time
Onsite
New Grad, Entry LevelCornerstone Wealth Management is an independent wealth services firm committed to making a positive financial impact for families. They are seeking a part-time Administrative Assistant to manage clerical tasks and ensure efficient office operations.
Financial ServicesRetirementWealth Management
Responsibilities
Managing clerical and administrative tasks
Ensuring efficient day-to-day office operations
Handling phone communications
Supporting executives with administrative tasks
Maintaining schedules
Organizing documents
Delivering professional support to clients and internal teams
Qualification
Required
Proficiency in Administrative Assistance and Clerical Skills to manage office tasks, schedules, and documentation efficiently
Strong Phone Etiquette and Communication skills for professional interactions with clients and internal team members
Experience in Executive Administrative Assistance for supporting senior-level staff with scheduling, coordination, and documentation
Strong organizational abilities and attention to detail to handle multiple tasks efficiently
Proficiency in office software tools, such as Microsoft Office Suite
Ability to work collaboratively and independently in an on-site setting
At least an associate degree or better required
Preferred
additional certifications in administrative support are a plus
Company
Cornerstone Wealth Management, USA
Cornerstone Wealth Management is an independent comprehensive wealth services firm, dedicated to making a positive financial difference for families.
Founded in 2005
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Shoemaker
CEO, Principal, and Co-Founder
Joe Keifer
Managing Partner & Co-Founder
Company data provided by crunchbase