Executive Administrative Assistant

Who We Are

Cornerstone Private Asset Trust Company, LLC, is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living wills.

Primary Purpose

The Executive Assistant will provide high level administrative support to the President and professional staff to provide exceptional service to the firm’s clients. This position requires an experienced professional to manage multiple relationships both internally across the firm and externally with clients, excellent time management skills and an ability to understand and adapt to our client’s needs. An advanced proficiency level of administrative skills including communication and computing is required. The successful candidate has the ability to thrive in a fast-paced professional environment, be a self-starter with strong abilities to multi-task and work efficiently.

Responsibilities Include But Are Not Limited To

• Ensuring meetings, appointments, and deadlines are scheduled and optimized.
• Meeting Coordination and Documentation: Prepare, organize, and document key meetings by scanning and updating meeting summaries, action points, and follow-ups in our CRM workflow software.
• Client Meeting Scheduling: Manage client meeting schedules and cadence, including coordinating calls and appointments in alignment with a service monitoring schedule.
• Client Engagement: Set up and join meetings five minutes early to welcome clients and ensure seamless meeting experiences.
• Process Development: Assist in creating structured processes for client meetings, including building and managing a "Future Trustee" engagement framework.
• COI Outreach Management: Assist with development and maintain a system for regular outreach to Centers of Influence (COI) to support customer acquisition efforts.
• Reporting and Meeting Preparation: Prepare reports for leadership and staff meetings, including L-10 and board meetings.
• Event and Reservation Coordination: Schedule and coordinate reservations, lunches, and logistics for client and board meetings.
• Client Meeting Preparation: Organize and distribute relevant materials in advance to ensure successful client engagements.
• Effectively and accurately manage calendars on a daily basis, including coordinating meetings and appointments and proactively addressing any conflicts that arise. This may include managing logistics for internal and external meetings and travel arrangements, as necessary
• Manage highly confidential and sensitive matters for client accounts
• Prepare agendas, meeting materials, and detailed minutes for executive meetings.
• Conduct research, compile reports, and handle information requests as needed.
• Assist with communication management, including drafting emails and screening calls.
  
  

Preferred Qualifications And Skills

• 5+ years of experience as an Administrative capacity supporting C-Suite or Executive level leaders
• Willingness to contribute to a small office environment which can, at times, include contributing in ways that may not directly corelate to the candidate’s skill set or job description
• Excellent organizational and interpersonal skills
• Proficient with Microsoft Office Suite or related software
• Creative problem-solving ability
• Ability to exercise professional and technical discretion on matters of significance
• Demonstrated ability to manage multiple tasks simultaneously and problem solve
• Strong written and communication skills
• Meticulous attention to detail and follow-up skills
• Excellent verbal and written communication skills.
• Excellent customer service skills
• Time management skills with a proven ability to meet deadlines
• Analytical and problem-solving skills
• Ability to prioritize tasks
• Ability to function well in a high-paced and at times stressful environment
  
  

Who Should Apply

• If you like the idea of working in a small team environment
• If you are organized, detail oriented, and enjoy setting others up for success
• If you enjoy a challenge and are open to setting the building blocks for an Executive Assistant relationship with the company President.
  
  

What You'll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays,
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your industry certifications, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
  
  

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role. At Cornerstone we are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. Whether you are looking to grow your skills, returning to work after a gap in employment or looking to take the next step in your career, we are excited to learn more about you and encourage you to apply!

Cornerstone is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.