Executive Administrative Assistant

Cornerstone Capital Management

Position: Experienced Office Manager/Executive Assistant

Location: Edmond, OK

ABOUT CORNERSTONE

We are an independent financial and retirement planning firm in Edmond. Our mission is to design, implement, and manage comprehensive strategies that provide our clients with dignity, independence, and peace of mind in their retirement years.

PRIMARY AREAS OF RESPONSIBILITY

1. First Impressions:

• Be a warm, welcoming presence for clients and potential clients when they arrive at our office.
• Create and maintain an office environment where people feel at home

2. Communication

• Communicate with clients and potential clients for scheduling and administrative purposes.
• Speak with clients over the phone, in person, and over email when necessary.

3. Administration and Operations

• Help with basic administrative responsibilities as needed
• Manage ongoing paperwork and administrative needs

CORNERSTONE’S CORE BELIEFS

• We should treat others the way we would like to be treated. “Do to others as you would have them do to you.” Luke 6:31
• We're responsive and available
• Conservation of capital is of utmost importance in retirement planning.
• Market-based investments should be actively managed
• Our clients should S.W.A.N. (Sleep Well At Night)

Please watch this video intro about our President and Founder, Derek Colton, one of the team members you’ll be working with-www.okcornerstone.com

THE IDEAL CANDIDATE

• You're diligent and a self-starter. The perfect person for this role loves follow-through and making sure tasks get to the finish line.
• You're organized, detail oriented and have reasonable computer skills.
• You're warm, kind, and are great at welcoming people. People’s finances are a personal topic, so it's vital for our admin staff to help people feel welcome and at ease.
• Your personal values align with the beliefs and mission of Cornerstone. The ideal candidate for this role feels at home in an environment that's focused on serving clients, regardless of their background, and embodying our faith and values.
• You are energized by serving people -- both in your personal interactions and by work behind the scenes.
• You do what you say you will do when you say you will do it.
• You follow through and can manage details and administrative tasks as needed.

YOUR SCHEDULE/COMPENSATION

• Starting compensation is $20-$22 per hour
• You will be working 32-40 hours per week, no weekends, and typically a half day on Friday
• Benefits are negotiable. You'll be on the "honor system" for sick leave and personal days, within reasonable limits. We're pretty flexible, if you need time off occasionally, just ask!
• You'll be working alongside our existing office manager to assist with first impressions and back office follow through.
• We have a flexible working environment, but you will be expected to work in the office most of the time.
• Attire is business casual.
• Workshops: a plus would be your availability to help host roughly 2 financial planning workshops we have each month. These are held in the metro area on weekday evenings (no Fridays), in the metro area. On workshop evenings, expect to start around 4:00 for travel and set up time, and be finished by 7:30 or 8:00pm.

• Monday to Friday
• No weekends

Ability to Relocate:

• Edmond, OK 73013: Relocate before starting work (Required)

Work Location: In person

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Ability to Relocate:

• Edmond, OK 73013: Relocate before starting work (Required)

Work Location: In person

Salary : $20 - $22