Description
About Blue Trust
For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $70 billion in assets under advisement, over 480 team members and a nationwide network of 20 offices, we offer comprehensive wealth management and trust services to more than 11,500 clients in all 50 states.
Position Overview
Responsible for administrative and office support activities for one or more managers. Responsibilities vary but may include such things as fielding telephone calls, receiving and directing visitors, word processing, data input, information and document management and a variety of other responsibilities as needed.
Principal Accountabilities
- Greets and directs guests in a warm, welcoming manner.
- Coordinates office services (copiers, postage machine, phones, building management, etc.)
- Orders and maintains office and kitchen supplies
- Performs additional administrative support services such as copying, scanning, typing, etc.
- Utilizes personal transportation to run errands (bank and post office runs, etc.).
- Answers multiple-line telephone promptly and professionally, routing calls appropriately.
- Provides support to the tax administrator as needed.
- Manages expense report processing for multiple team members.
- Anticipates the needs of other team members and lends support when needed.
- Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with highest business standards
- Approaches work, interactions and relationships in a manner consistent with the company’s Core Values
- Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies, professional designation standards, and our industry’s regulatory standards to mitigate risk to the company.
Requirements
- Aptitude for, and enjoyment of, serving others with excellence
- Willingness to take direction from others as well as exercise independent judgment
- Ability to organize and express thoughts clearly and concisely both verbally and in writing
- Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs
- Strong organizational, general office, and administrative skills
- Client service and follow-up skills with keen attention to detail
- Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including proficiency within Microsoft Office products, specifically Microsoft Excel and Word
- Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
- Capability to excel in a team environment as well as working independently
- Personal integrity and ability to discreetly handle confidential data
- Basic math competency
- Excellent communication, interpersonal, client service, and hospitality skills
- Ability to maintain a professional demeanor in a professional service-oriented environment
- Comfortable working in a fast-paced environment that requires flexibility and responsiveness
Education, Experience & Skills
- Bachelor's degree in a business-related field is preferred
- Minimum of two (2) years’ prior experience in an administrative support, customer service, or human resources role in a financial, investment, banking or accounting company strongly preferred
Skills Required
- Strong organizational, general office, and administrative skills
- Excellent verbal and written communication skills
- Ability to prioritize and complete multiple time-sensitive tasks
- Proficiency with Microsoft Office, especially Microsoft Excel and Word
- Client service, follow-up, interpersonal, and hospitality skills
- Ability to handle confidential information discreetly
- Basic math competency
- Ability to work independently and in a team environment
- Bachelor's degree in a business-related field
- At least two years of administrative support, customer service, or human resources experience in a financial, investment, banking, or accounting company
What We Do
Blue Trust is a fee-only wealth management firm that integrates financial expertise with biblical wisdom. It provides comprehensive financial planning, investment management, and trust services to individuals and families, helping them steward their wealth with clarity and purpose. As a division of Thrivent Trust Company, it serves clients with complex financial needs across generations, focusing on aligning financial decisions with personal values and faith-based principles.
