Administrative Assistant

Lead with Purpose. Partner with Impact. Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting adviser autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our adviser-focused culture is built on innovation and advocacy, enabling advisers to offer comprehensive securities and investment advisory solutions to their clients.

Rodgers & Associates, a Registered Investment Adviser, is a fee-only independent wealth management firm. We provide financial planning and investment management services, assisting clients in and approaching retirement. We are seeking an energetic, detail-oriented individual to join our team and support our firm in delivering an outstanding client experience. If you thrive in a collaborative environment and are motivated by helping others succeed, we’d love to meet you. This is a full-time, hourly position with scheduled evening hours to support the firm.

What you’ll Do:

• Provide high-level administrative support to team members.
• Assist in preparing materials for client review meetings, including assembling reports and documentation.
• Manage calendars, schedule appointments to coordinate client meetings.
• Maintain accurate and UpToDate client records in the CRM system.
• Assist with preparing and processing client correspondence and documentation.
• Support compliance-related administrative needs, including organizing documentation, maintaining required records, and ensuring timely completion of compliance tasks.
• Handle incoming communications with professionalism, delivering exceptional service to clients and prospects.
• Coordinate office tasks such as preparing mailings, organizing digital files, and managing supplies.
• Collaborate with team members to support projects that improve operational efficiency and client service.
  
  

What You Bring:

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint); experience with CRM systems is a plus.
• A proactive mindset with the ability to learn quickly and work independently.
• Professional, positive attitude with a commitment to delivering excellent client service.
• Prior experience in financial services, professional services, or administrative support is preferred but not required.
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. 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 Kestra Financial 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. Kestra Financial prohibits any such discrimination or harassment.