Strategic Assistant

What Makes This Strategic Assistant Role Different

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

Youre the kind of person who says :

• Give me thatIll 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 youre someone who likes a balance between process and spontaneity, this is a great fit. We're not looking for a constant risk-takerwe value systems and a steady hand, but also someone whos not afraid to jump in, try something, and iterate.

Key Responsibilities

Youll Thrive Here If You...

Why and About WH Cornerstone Investments

At WH Cornerstone, we believe lifes toughest transitionswidowhood, divorce, retirement, or selling a businesscan 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 mightyand were ready to welcome our next key player.

Requirements :

Salary and Benefits

Things that will Capture our Attention :

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