Executive Assistant Job at Cornerstone Planning Group in Fairfield

Executive Assistant to the CEO (Cornerstone Planning Group) We’re growing and looking for an Executive Assistant who brings structure to speed. You’ll work directly with our Founder and CEO, Carmine Corino, a driven entrepreneur and thought leader in the independent advisory space. Carmine built Cornerstone Planning Group from the ground up and now leads a fast-moving team expanding nationally through advisor recruitment, webinars, and speaking engagements. Your mission: keep his time, priorities, and energy focused on the highest-value work—so the firm can keep scaling with clarity and intention. Who You Are Anticipatory operator who sees around corners and acts before being asked. Clear, confident communicator: concise emails, crisp notes, strong follow-through. Tech-comfortable and systems‑minded; you like building repeatable checklists and workflows. Calm under changing priorities; you maintain discretion with sensitive info. “Extreme ownership” mindset: you take responsibility, close loops, and raise the standard. What You’ll Do CEO Enablement Own the CEO’s calendar, priorities, and time blocks; schedule across time zones; prep agendas and briefing docs; capture decisions and drive follow‑ups to done. Inbox triage: draft/reply, route client matters to the servicing advisor and ops leads appropriately, surface only what the CEO needs to see. Travel & logistics: flights, hotels, ground, on‑site agendas, reservations. Meetings, Webinars & Podcast Coordinate enterprise and advisor meetings: invitations (Calendly/Outlook), room/Zoom setup, materials, notes, and action tracking in Wealthbox/Microsoft To Do. Aid in webinar logistics: scheduling, guest communications, pre‑reads, hosting support, and post‑event follow‑ups (recording links, light copy/paste posting). Manage book mailings for Broken Dealer as needed (lists, addresses, postage, tracking). Be a friendly first point of contact; route requests to the right internal owner quickly. Purchasing and vendor coordination as needed (office supplies, occasional catering/meal pickups). Support advisor onboarding or special projects as needed (e.g., coordinating paperwork timelines, website adds, and scheduling key transition milestones). Systems & Records Keep tasks and notes current in Wealthbox ; use Microsoft 365 for email/calendar (Outlook), files (OneDrive), and collaboration (Teams). Schedule with Calendly ; host on Zoom ; execute signatures with DocuSign ; maintain awareness of custodian/reporting systems ( Schwab , Black Diamond ) to route items correctly. Build and refine SOPs so recurring work gets faster and cleaner over time. What You Bring 2+ years in an administrative, EA, or operations role (experience supporting an executive or entrepreneur is a plus). Fluency with Microsoft 365 (Outlook, Word, Excel, PowerPoint), Zoom, Calendly, DocuSign; CRM experience — Wealthbox preferred. Excellent writing and executive-level professionalism in calls, meetings, and emails. Precision and reliability: you catch details, protect the calendar, and hit deadlines. Familiarity with financial‑services or RIA environments (or eagerness to learn fast); comfort working within compliance‑minded processes. Who We Are Cornerstone Planning Group is an independent RIA based in Fairfield, NJ. We help advisors and clients build the lives they want—free from unnecessary constraints. Our culture values integrity, excellence, impact, and ownership. We move quickly, collaborate tightly, and celebrate wins. Why You’ll Love It Here High‑trust, high‑ownership environment Real growth with mentorship and cross‑functional exposure Smart, supportive teammates who like to win together Full‑time position Health Insurance, Life Insurance & Long‑Term Disability Education Reimbursement Flexible PTO Policy How to Apply (Required) Apply here on LinkedIn and email info@cspgllc.com with: What specifically about Cornerstone Planning Group is intriguing to you? What about this job’s responsibilities match your skills? " #J-18808-Ljbffr