Teams at Blue Trust

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, gifting, retirement, insurance, education, debt, and estate planning. Implements investment transactions, rebalancing, and tax-loss harvesting; supports advisors with client meetings, documentation, follow-up, and relationship coordination. Maintains compliance, handles confidential information, uses financial planning and CRM software, and integrates biblical principles into client recommendations.

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.