Cornerstone Advisor Group is hiring: Administrative Assistant in Richmond

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

Responsibilities

• 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.)

Qualifications

• 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)
• Detail-oriented, and able to handle confidential information
• Friendly, team-focused attitude with a willingness to learn