Offices in Shingle Springs: (530) 672-1703 
and Benicia: (707) 297-6954

  
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Financial Receptionist / Office Assistant

Employment Opportunity: Shingle Springs, CA

Receptionist/Office Assistant/Underwriter Opening (Shingle Springs)

Compensation: Depends on your skills

Immediate Opening for Part Time Receptionist/Office Assistant/Underwriter for Retirement Planning Firm

Cornerstone Financial Group is seeking a Part-time Executive Assistant to work Monday thru Friday 7:30am - 12:00pm. The position will develop into a full time position after approximately four months. Must possess a positive attitude, be adaptable, and able to work with a multitude of individuals. You MUST have at least two years of previous executive assistant experience and the ability to multi-task and be quick on your feet. Securities and Insurance experience preferred, but not required. You will be expected to perform all administrative duties which include, but are not limited to:

  • Answering phone calls and handling voicemail system, setting/confirming appointments
  • Greet clients/prospects in a professional and courteous manner
  • Review incoming emails and forward to appropriate office staff
  • Proficient with heavy e-filing, faxing, and general office duties
  • Assist with special projects
  • Collection of mail and incoming investments checks
  • Accept and review LTC, Life, and Disability Insurance, as well as Investment applications
  • Must be efficient in Microsoft Outlook, Excel, and Word; Redtail experience is ideal

Potential Candidate Must Possess the Following Skills Set:

  • Professional front desk demeanor
  • Excellent communication skills
  • Ability to multi-task and remain organized
  • Strong attention to detail
  • Dictation skills are a bonus
  • Ability to follow directions and work independently
  • Punctuality and the desire to perform duties at the highest standards
  • Ability to work with a small close group of people
  • Ability to handle problems while maintaining composure and professionalism
  • Ability to understand and adhere to all SEC security standards and follow compliance rules

Interested in joining Cornerstone Financial Group?
Feel free to tour our website (but DO NOT request any information you are not properly licensed to request) and then, if you feel you are the right fit for the position, please respond in the following manner:
Email the following to employment@cfgstrategies.com  

  • A 450+ word cover letter.
  • A copy of your resume.

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV and OR.) For investment advisory services these states include: Craig- AZ, CA, NV, OR, and WA. Jason - CA. Amber-CA. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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