Join us at Cornerstone Advisors, where you'll play a vital role as a Paralegal in the finance industry, supporting our mission to help businesses thrive across generations. Your work will be integral in driving client success, as you'll assist with critical legal research, prepare essential documents, and support our team with case management. We're all about fostering growth and innovation, and you'll have the chance to engage in work that's both intellectually stimulating and deeply rewarding.

We believe in a people-first approach and are committed to creating a supportive work environment that encourages professional development. With us, you'll find opportunities for career advancement and flexible working arrangements that accommodate your life. Our collaborative culture is backed by over 50 years of experience and a dedication to meaningful outcomes for clients. If you're ready to make a difference and contribute to a dynamic team, let's build a future together.

• Conduct thorough legal research to support our finance team and ensure compliance with industry regulations.

• Prepare, review, and organize essential legal documents, ensuring accuracy and timeliness.

• Assist attorneys in case management, including scheduling, correspondence, and maintaining case files.

• Collaborate with team members to streamline processes and improve efficiency in legal operations.

• Communicate effectively with clients, providing updates and addressing inquiries with professionalism and care.

• Support the development and implementation of legal strategies that align with clients' financial goals.

• Maintain confidentiality and uphold the highest standards of integrity in all legal matters handled by the team.

• Experience in conducting comprehensive legal research within the finance industry.
• Ability to prepare, review, and organize legal documents with precision and attention to detail.
• Proven track record of assisting attorneys in effective case management and maintaining organized case files.
• Strong collaboration skills to work seamlessly with team members and enhance legal operations.
• Excellent communication skills to provide clear updates and address client inquiries professionally.
• Experience in supporting the development and implementation of legal strategies aligned with financial goals.
• Commitment to maintaining confidentiality and upholding high standards of integrity in all legal matters.

Cornerstone Advisors helps privately held and family businesses endure across generations. We integrate business strategy, people development, and wealth-transfer planning to help clients build stronger organizations, navigate change, and protect what matters most—for their families, employees, and communities.

Our vision is a future in which successful private businesses remain strong, values-driven, and prepared for generational transition.

Our values are reflected in how we work: we are client-centered, collaborative, proactive, careful, and committed to continuous improvement. We value long-term relationships, meaningful outcomes, and team members who bring curiosity, accountability, empathy, and a genuine interest in helping families and businesses succeed. With more than 50 years of experience and guidance provided to over 100 privately held businesses, Cornerstone offers applicants the opportunity to do work that is both intellectually engaging and personally meaningful.