Strategic Assistant

What Makes This Strategic Assistant Role Different

This is not your typical assistant role. You’ll be the central hub that keeps our firm running smoothly. You’ll wear many hats—strategic partner, team organizer, tech whisperer, and marketing helper. We’re seeking someone who takes ownership without being micromanaged and thrives on improving systems, not just maintaining them.

You’re the kind of person who says:

• “Give me that—I’ll take care of it.”
• “What can I take off your plate today?”
• “I spotted an issue, solved it, and made it better while I was at it.”
• “I love tech and letting AI help me make it magic.”

This role has room for planning and some creative improvisation. If you’re someone who likes a balance between process and spontaneity, this is a great fit. We're not looking for a constant risk-taker—we value systems and a steady hand, but also someone who’s not afraid to jump in, try something, and iterate.

Key Responsibilities

• Manage the schedules, priorities, and inboxes of the Co-Founders. May include booking travel.
• Take ownership of task and follow-up systems.
• Be the first point of contact for clients including coordinating client meetings and office visits.
• Identify inefficiencies, propose solutions, and implement improvements.
• Help maintain our CRM and client touchpoints.
• Assist with newsletter creation and distribution (Mailchimp).
• Support social media, like Linked In activity, and content creation.
• Lead day-to-day operations and act as the go-to office manager.
• Handle light HR administration.
• Direct basic bookkeeping tasks.

You’ll Thrive Here If You...

• Are obsessed with getting things off others’ plates and done well
• Find joy in solving problems and making things run more smoothly
• Enjoy variety in your workday and can shift gears with ease
• Value clarity, order, and clear communication—but can tolerate some ambiguity
• Want to grow with a company that’s on a mission

Why and About WH Cornerstone Investments

At WH Cornerstone, we believe life’s toughest transitions—widowhood, divorce, retirement, or selling a business—can be powerful inflection points. Founded in 1996 by a purpose-driven husband-and-wife team, we are a boutique financial advisory firm that helps clients have confidence and clarity with the financial future.

We lead with empathy, strategy, and vision. Our team is small but mighty—and we’re ready to welcome our next key player.

Requirements:

• 5+ year’s experience in executive or operations support
• Strong client-facing and hospitality mindset
• Familiarity with tools like Mac OS, Microsoft Office, Outlook, CRMs, Zoom, and online schedulers
• Excellent keyboarding skills
• Basic understanding of financial and HR processes
• Experience with Mailchimp, Linked In, and Canva (or willingness to learn)
• Embraces learning and mastering lots of technology and the power of AI
• A bachelor’s degree is preferred but not required

Salary and Benefits

• Competitive pay
• 401(k) match and profit-sharing contribution (after one year of service)
• Paid vacation, holidays and 2 personal days

Things that will Capture our Attention:

• A personalized video introduction
• Evidence of community involvement or volunteering
• Passion for learning, systems improvement, and personal growth
• Experience supporting a founder-led company or high-level executive