As the Administrative Support Specialist you will be responsible for creating and organizing information as well as assisting with tasks such as research, meeting prep, organizing materials, generating new account paperwork and Client service forms. In addition, you will assist the Director of Marketing with various business marketing tasks including social media and video editing. This is an entry-level position and you will be a main support to the firm and our clients.

RESPONSIBILITIES:

PARA PLANNER - ADVISOR SUPPORT

• Create and maintain firm spreadsheets for business analytics and financial planning, as needed.
• Basic data input into CRM and Financial Planning Software (eMoney), as needed.
• Assist clients with financial planning software portal setup, login and connections maintenance, as needed.
• Collect & organize review meeting materials for lead & associate advisors, as needed.

BUSINESS TRANSACTIONS – BACKUP TO COO / ADVISORS

• Generate new account paperwork from all mutual fund companies, money managers & insurance companies as well as Advisor Complete.
• Complete forms, phone calls & correspondence to execute client transaction requests from advisory platforms, mutual fund companies & insurance companies. Assist with all service needs from clients including but not limited to withdrawals, address or beneficiary changes and account transfers.
• Provide clients with Custodial Tax forms upon request from various money managers and mutual fund companies, as needed.
• Assist with the annual beneficiary reviews for all clients. This entails providing clients with the current beneficiary designations on account and creating the forms to change the information if needed.
• Assist with the annual estate document reviews for all clients. This entails providing clients with the current estate document information we have on file and preparing any forms necessary to update accounts.
• Create the annual RMD spreadsheet for review and withdrawal processing, as needed.
• Maintain the client service logs as service is processed, as needed.
• Assist with shipping forms, data and documents or items to clients and custodians, as needed.

MARKETING & EVENT SUPPORT – UNDER SUPERVISION OF DIRECTOR OF MARKETING

• Front Lobby Display creation, coordinate with Marketing Manager for new content
• Work with Marketing vendors (Hyperchat, FMG) for social media post content
• Assist with the FOCUS, quarterly newsletter for clients.
• Design signage for client event, as needed
• Edit office videos such as BombBombs, monthly advisor videos as needed.
• Create Event deliverables to be presented or mailed to attendees.
• Maintain annual office event calendar.
• Maintain event spreadsheets with attendee data.
• Maintain donation data each quarter to present to clients in the newsletter.

KNOWLEDGE AND SKILLS

• Prioritization & Organization
• Problem Solving

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s Degree helpful.
• 2 years of experience in Office Administration.
• Experience in the financial services industry helpful.
• Experience with financial planning/reporting software helpful.
• Experience with CRM software is helpful.
• Experience with video editing software.
• Experience with working with numbers and financial calculations helpful.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.