Jobs at Blue Trust

Ensure client portfolios align with objectives and diversification standards, conduct investment and administrative reviews, maintain custody and trust accounting accuracy, prepare performance reports, escalate issues, collaborate with advisors and operations, and uphold compliance and company values.

Support full-cycle recruiting: source, screen, coordinate interviews, manage applicant tracking and onboarding, maintain job postings and recruiting events, conduct referencing and pre-employment testing, liaise with campuses and partners, and improve TA processes while ensuring HR compliance and strong candidate experience.

Lead enterprise campaign strategy and manage the firmwide content ecosystem across email, web, social, events, and executive communications. Define campaign architecture, messaging frameworks, and content standards; oversee production, vendors, and measurement to drive pipeline growth, engagement, and consistent brand narratives.

Support and execute advisor-facing marketing programs by building toolkits, playbooks, templates, and localized campaign materials; enable adoption through training, guides, and feedback loops; maintain advisor platforms and coordinate with vendors and marketing technology to improve resources and reduce ad-hoc requests.

Lead and develop the client cash flow management team; oversee bill-pay and custody account processes; liaise with banks, clients, and advisors; approve transactions; perform bookkeeping and confidential financial record-keeping; improve procedures, train staff, handle client service and compliance-related tasks.

Support advisors in client relationship management, prepare customized financial plans, execute investment transactions, perform tax and estate planning analyses, lead client meetings, drive business development, mentor colleagues, and uphold compliance and firm policies.

Support senior advisors by preparing customized financial plans, managing client relationships, implementing investment transactions, performing tax and gifting planning, leading meetings, and contributing to business development and firm initiatives while ensuring compliance.

Develop and manage Everyday Steward client relationships by creating customized financial plans, delivering investment management, conducting periodic reviews, and integrating Blue Trusts biblical financial principles. Convert prospects to clients, collaborate with internal teams, maintain compliance, use firm tools (eMoney, Salesforce, Orion), and pursue required professional designations while supporting division workflows and advisor metrics.

Prepare customized financial plans integrating biblical principles; perform cash flow, tax, gifting, retirement, insurance, and estate planning analyses; implement investment transactions and account maintenance; support advisors in client meetings, documentation, and follow-up; use planning and trading software and maintain compliance and high client service standards.

Support financial planning and investment operations by assisting client meetings, producing planning reports, performing trading and tax-loss harvesting, estimating taxes, and developing plan recommendations integrating company philosophy and technical financial knowledge.

Greet visitors, answer phones, maintain reception area, and perform routine administrative tasks (filing, scanning, mail, ordering supplies, processing payables/expenses). Serve as primary contact for building/maintenance requests and support branch projects while maintaining confidentiality and compliance standards.

Provide front-desk and administrative support for the national office: answer phones, greet guests, manage mail and supplies, coordinate conference rooms and vendors, support events and marketing tasks, prepare new-hire materials and client welcome packages, maintain common areas, reconcile invoices, and perform other administrative responsibilities to ensure efficient office operations.