What are the responsibilities and job description for the Executive Assistant - Bluespring Wealth Partners Corporate position at Kestra Holdings?

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

The Executive Assistant is responsible for assisting and providing administrative support to the Bluespring team.

ESSENTIAL DUTIES AND RESPONSIBILITIES : To perform this role successfully, the individual must be able to perform each essential duty satisfactorily.

Manage calendars for the department's Executive & VPs.
Prepare and maintain department Org Chart.
Answer telephone for the Executive's direct phone number.
Review, stamp and deliver incoming department mail and invoices accordingly.
Reconcile & submit expense reports for the department's Executive & VPs.
Coordinate travel arrangements for department's Executive & VPs.
Update & maintain department contact sheets, vacation calendar, and the Business Continuity Plan.
Prepare agendas for ongoing meetings as required.
Approve timecards for department's Executive & VPs.
Compile and prepare department metrics, including budget run-rate metrics and monthly project completion forecasts.
Assist with invoice allocation and contractor time sheet reconciliation.
Assist with vendor relationships and license renewal schedules.
Follow up with customers on matters.
Plan and host occasional business events and meetings
Other duties and projects as assigned.

KNOWLEDGE, SKILLS AND / OR ABILITIES : To perform this job successfully, the individual should have the following skills and abilities :

Ability to maintain confidentiality and exercise discretion

Strong proficiency in MS Outlook, MS Excel, MS Word and MS Power-point

Ability to follow written and oral instructions

Exhibit professional phone demeanor

Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written

Attention to detail

Commitment to professionalism, accountability, customer focus, and teamwork

Motivated, exhibit initiative and self-sufficiency.

Comfortable working in a dynamic, fast-paced environment.

Strong Executive Assistant experience.

SUPERVISORY RESPONSBILITIES : None

EDUCATION AND / OR EXPERIENCE

High School diploma required.

College degree and / or industry experience preferred.

2 years supporting high growth teams in a fast-paced, dynamic environment.

CERTIFICATIONS, LICENSES, REGISTRATIONS : None

PHYSICAL DEMAND : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to sit at a computer for long periods of time in an office environment well lit.

Ability to lift up to 20 pounds.

Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES : Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

INTERNAL APPLICANT 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 :

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

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.

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Executive Assistant - Bluespring Wealth Partners Corporate

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