Teams at Blue Trust

Supports financial planners by analyzing confidential client information, preparing customized financial plans and reports, assisting with investment management and tax planning, and responding to client inquiries. Responsibilities include portfolio trading, tax-loss harvesting, rebalancing, gifting, retirement, insurance, estate, education, and cash-flow planning. The role requires integrating Blue Trust’s biblical principles into client counsel, maintaining compliance, and developing technical expertise through a structured planner-to-advisor career path.

Provides administrative and office support, including telephone coverage, greeting visitors, conference room coordination, office services, supply management, document preparation, correspondence, vendor coordination, and confidential information handling. The role supports managers and team members while maintaining professional client service, organizational standards, compliance, and responsiveness in a financial services office.

Prepares customized financial plans, including cash flow, tax, charitable giving, education, debt, retirement, insurance, and estate planning. Implements investment transactions, rebalancing, and tax-loss harvesting; supports advisors with client meetings, documentation, follow-up, and relationship management. Maintains compliance, handles confidential information, uses financial planning and CRM software, and integrates biblical principles into client recommendations.