Assistant Jobs in Bethlehem, PA

Cornerstone is an independent, privately held firm that integrates business acceleration strategy, human capital (people), and wealth planning and transfer to help our clients endure. Most of our clients are privately held businesses, many of which are family owned and for high net worth families. In addition, the firm specializes in the structuring and administration of Life Insurance. Our office is located in Allentown, Pennsylvania and we celebrated our 40 th anniversary in 2023. This position is in our office, not remote. Position Summary: The Administrative Coordinator will be providing a high level of service to our President/CEO as well as other Advisors, helping them coordinate extremely active calendars, meetings (internal and external), travel, and speaking with our clients and advisors in a professional and gracious manner. Support to other team members as well as general office support will be expected. This role also includes overseeing all operational aspects to keep the office running efficiently. Essential Functions: Administrative Assistance: Calendar management in MS Outlook Schedule internal and external client meetings (both in person and via Zoom or MS Teams) Update and manage scheduling lists, contact lists, and task lists Coordinate and manage travel itinerary Entering and maintaining detailed client information in a CRM database Develop strong familiarity with clients, carriers, vendors and client relations. Screen incoming phone calls Exercise superior judgment on transferring calls, taking messages, or getting the caller to the appropriate party Draft emails Take an active interest in the President/CEO's activities and be anticipatory and proactive with deliverables Become familiar with President/CEO's Top 20 cases/clients/advisors Draft emails, memo's, letters, meeting notes, billing Prepare presentations, approach kits, including copying and binding material Scope of work preparation, tracking and billing Dictation/transcriptions - letters, meeting notes, etc. Mass emails, Holiday cards, request for clients financials from clients Order assessments for Cornerstone's Human Capital Development services Serve as Office Manager ad hoc including Ordering, coordinating and setting up lunches Ideal Candidate Will Possess the Following: Minimum of 4-6 years of experience working as an Administrative Assistant (experience in the Financial Services industry a plus) Experience supporting Senior executives Ability to function effectively while under pressure in a fast-paced and evolving environment Ability to juggle many tasks at once, and quickly shift gears and re-prioritize as needed Ability to remain patient, flexible, and focused Superior communication/interpersonal skills both verbal and written Superior follow-through, and organizational and task management skills Superior response time to heavy email communications Highly detail-oriented with superior follow-through Extremely presentable and articulate Team player Strong customer service orientation Strong initiative to accomplish tasks, meet deadlines, and take an active interest in current projects Strong initiative to understand our business and key relationships to perform more effectively Proficient in Microsoft Word, Excel, and Outlook (Powerpoint, Visio and/or CRM a plus) Experience with heavy calendar management using Outlook Positive, pro-active, can-do attitude Duties change frequently as needed Compensation / Benefits: Attractive annual compensation package is commensurate with experience Comprehensive benefit package includes medical, dental, life, disability, Safe harbor 401(k), Eligible for annual bonus based on firm's net profit and employee's job performance and attitude