Client Services Administrator

Ready for a rewarding career that invests in your growth?

At Blueprint Wealth Advisors, every team member has the opportunity to shape their future while contributing to our collaborative and inclusive environment. We celebrate diverse perspectives, value teamwork, and are committed to creating a positive impact every day.

About Us

Blueprint Wealth Advisors is a close-knit team that believes in hard work, humility, optimism, and responsiveness. Every day is a chance to bring our core values to life and support one another in an environment where everyone is valued and heard.

The Opportunity: Client Service Administrator

We’re excited to welcome a Client Service Administrator to join our dynamic team. In this role, you’ll be at the heart of our daily operations, helping to keep things organized and running smoothly while offering ideas to improve our processes.

What You’ll Do:

• Engage & Act: Think critically, reflect, decide, and take action.
• Organize & Prioritize: Process information efficiently to ensure nothing gets overlooked.
• Stay Informed: Keep track of meetings, projects, and timelines to maintain seamless coordination across the team.
• Coordinate Calendars: Manage schedules and commitments to support our team’s productivity.

What We’re Looking For:

• Team Support & Flexibility: A willingness to jump in wherever needed and a commitment to being a long-term, contributing member.
• Attention to Detail & Proactivity: A keen eye for details paired with the initiative to make continuous improvements.
• Strong Communication: Excellent interpersonal skills to build meaningful relationships within our team and beyond.
• Time Management & Organization: The ability to manage your time effectively and prioritize tasks.
• Integrity & Professionalism: A strong work ethic, commitment to confidentiality, and a calm approach under pressure.
• Technical Proficiency: Comfortable using Microsoft Office Suite (Excel, Outlook, Word, etc.) in a fast-paced, technology-driven setting.
• Experience: At least 2 years in a client-facing role.
• Quick Learner: An eagerness to pick up new skills and adapt quickly.

Why Join Us?

Working with us is about more than just a job—it’s about being part of a community where your ideas matter, and your growth is supported. We’re proud to foster a workplace that is innovative and built on mutual respect.

Let’s Connect!

If you’re curious, have any questions, or just want to chat about the opportunity, feel free to reach out to me directly. I’m excited to get to know you and explore how we might be a great fit together.

Join us and discover a workplace where collaboration and innovation drive us forward every day.