Cornerstone Financial Management LLC is a growing and dynamic wealth management firm dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. We pride ourselves on a collaborative, family-like company culture where every team member plays a critical role.

About Cornerstone Financial Management LLC

Cornerstone Financial Management LLC is a growing and dynamic wealth management firm dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. We pride ourselves on a collaborative, family-like company culture where every team member plays a critical role.

Key Responsibilities

DAILY OPERATIONS & CUSTODIAL MAINTENANCE

• Administrative Mailbox & Communications: Actively manage the administrative email inbox, review incoming correspondence, and maintain log entries in the CRM.

• Custodial Workflow Management: Track and execute critical custodian operations (Fidelity, Altruist, and Schwab), including:

– Opening new accounts and setting up maintenance requests.

– Managing account transfers (ACATs).

– Resolving Not-In-Good-Order (NIGO) documentation issues.

• Money Movement: Oversee daily money movement requests across client accounts.

• Client Document Management: Manage shared client files across systems.

• Onboarding Execution: Complete internal and administrative onboarding tasks assigned within the CRM.

PERIODIC TRACKING & REPORTING

• Weekly Tasks:

– Update Onboarding Trackers and New Accounts/Transfers Trackers.

– Review held-away accounts (Pontera) to confirm live data feeds and connectivity.

• Monthly Reporting: Generate reports for cash, systematic withdrawal, Required Minimum Distribution (RMD), and trade blotter.

• Quarterly Billing & Reconciliations: Assist with quarterly billing processes, reconcile sample billing reviews, and upload billing statements to the client Black Diamond Vault.

FIRM ENHANCEMENT & GENERAL SUPPORT

• Administrative Support: Provide assistance with internal projects, process and workflow enhancements, and integration of technology.

• Financial & Compliance Oversight: Provide assistance with operational financial and compliance procedures to comply with firm policies and regulatory requirements.

• Office & General Tasks: Provide assistance with routine administrative duties as needed in a small team setting (e.g., document scanning, post office runs, and general office upkeep).

Technology & Tools

CUSTODIAL PLATFORMS: Fidelity, Altruist, Schwab

PORTFOLIO MANAGEMENT: Black Diamond, Pontera

PRODUCTIVITY SUITES:Google Workspace (Gmail, Drive, Docs, Sheets, Forms)

CRM & REPORTING SOFTWARE: Wealthbox, Slant, Black Diamond

Qualifications

• Experience: 2+ years of experience in an administrative or operational role is preferred, ideally within financial services, wealth management, or RIA environment.

• Education: Bachelor’s degree preferred.

• Skills: Excellent written and verbal communication, interpersonal skills, and meticulous attention to detail.

• Organizational Ability: Exceptional time management skills with a strong ability to prioritize tasks, meet strict deadlines, and handle multiple concurrent workflows.

• Adaptability: Comfortable working independently, collaborating with team members, and communicating technical/software issues directly with vendors.

Who You Are & Culture Fit

YOU SHOULD APPLY IF YOU:

• Are driven to complete tasks, stay organized, and achieve results.

• Enjoy learning, growing professionally, and developing your skillset.

• Genuinely love working with people and helping clients achieve their goals.

• Maintain high professional standards while enjoying a friendly, collaborative team environment.

• Want to build a long-term career in wealth management within a small firm that feels like a family

THIS POSITION IS NOT FOR YOU IF YOU:

• Struggle to stay organized, manage your time, or remain on track independently.

• Are not excited by financial topics, wealth management, or administrative systems.

• Are uncomfortable with change, evolving software tools, or changing operational processes.

• Prefer to avoid hands-on tasks that may feel repetitive or routine—we operate as a tight-knit team where everyone helps with all operational aspects.