Strategic Executive Assistant

Compensation: $28.00/hr to $32.00/hr based on experience

Work Hours: Full-time 8 AM to 5 PM EST OR Part-Time during business hours (19 hours a week Monday - Thursday)

Location: In-office position at 13 Tremont Street, Kingston, MA

Job Type: Full-Time or Part-Time W-2 position

Benefits Offerings (Full-time Role Only):

• 401(k) + match
• Profit-sharing opportunities (after 1 year of employment)
• Vacation time / PTO - Personal days, holidays, and vacation
• We currently do not offer health, dental and vision benefits

Strategic Executive Assistant Job Summary:

Are you a self-starter who thrives in a supportive, collaborative environment? WH Cornerstone Investments, Inc., a boutique wealth management firm led by a dedicated husband-and-wife team with close to 30 years of experience, is seeking a Strategic Administrative Assistant to embark on a unique journey. Join our tight-knit organization dedicated to uplifting widows and providing exceptional service to high-net-worth clients. The Strategic Administrative Assistant will serve as a business partner to the Executive(s) as well as assist in marketing activities.

Strategic Executive Assistant Responsibilities:

• Help manage and maintain various marketing activities from writing and posting social media posts, creating Canva designs, designing MailChimp publications, and posting to our WordPress website
• Strong calendar management duties, including scheduling for company executives leveraging Redtail CRM and Calendly with clients, vendors, and contacts
• Manage projects, tasks, and activities via Redtail CRM (must be comfortable with managing workflows and technology)
• Draft, review, and send email and paper communications on behalf of the company Executive(s)
• Organize and prepare for meetings, including gathering documents and prepping Executives for the meeting
• Answer and respond to phone calls, communicate messages and information to the Executive(s)
• Coordinate travel arrangements
• Maintain various records and documents for company executives—business and personal
• Office coordination and support as needed
• Additional responsibilities as required

Strategic Executive Assistant Qualifications:

• 5+ years customer-facing professional office experience required
• Proficiency in Microsoft Office suite, GoogleDocs (or equivalent) on Mac required
• Administrative and light marketing background preferred
• BA/BS degree preferred
• Exceptional calendar and email management skills
• Expertise with CRM, preferably Redtail
• Experience with Canva or similar graphic design tool preferred
• Familiarity with Calendly
• Comfortable with various technologies, including cloud-based apps, team communications, and AI
• Strong organizational and service-oriented skills
• Able to work confidently with minimal supervision

Things that will Capture our Attention:

• Commitment to life-long learning and CANI (constant and never-ending improvement)
• Record of community involvement
• Candidate who sends us a personalized video introduction

Why Join WH Cornerstone Investments:

One thing we know for sure is that life throws many curve balls.

At WH Cornerstone Investments, we're not just a wealth management firm – we're a close-knit family with a purpose. The death of a spouse, a divorce, the sale of your business, or even retirement can feel like insurmountable challenges. Helping our clients with plans of action and presenting ways to rebuild their financial (and personal) lives is truly our higher purpose.

Founded in 1996 by a dedicated husband-and-wife team, we've spent four decades providing high-touch, personalized service to our esteemed clients. Our niche lies in supporting widows on their financial journey, making a real impact on their lives. We value lifelong learning and growth, embodying a "constant and never-ending improvement" mindset. Our core values – do what’s ethical, trustworthy, and kind – drive us to do what's right for our clients and our team. Join us to be a part of a culture that's committed to collaboration, making a difference, and building a future where both clients and employees thrive.

WH Cornerstone Investments is an equal opportunity employer. The policy of WH Cornerstone Investments is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual’s race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state, or local laws.