Executive Assistant

Lead with Purpose. Partner with Wealth (BSW) 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 wealth managers who provide financial planning and investment 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 expertise and strategic investments in key areas of is a wholly owned subsidiary of Kestra Holdings a holding company consisting of leading wealth management services businesses that support independent financial advisors and the clients they Executive Assistant provides high-level administrative and operational support to designated executives and their teams. This role serves as a trusted highly organized partner who anticipates needs protects executive time manages sensitive information and coordinates the details required for effective leadership client engagement and regional Executive Assistant is responsible for providing proactive administrative scheduling travel communication and project coordination support. The role also manages the end-to-end logistics for client and advisor visits to the home office and supports regional events ensuring every interaction is organized professional and consistent with the Bluespring requires discretion sound judgment strong attention to detail clear communication and the ability to manage multiple priorities while anticipating needs and resolving issues before they affect executives clients advisors or internal YoullDo:Executive and Department SupportManage complex calendars for the department executive and designated team members including meeting prioritization scheduling preparation and resolution of executive and leadership travel arrangements including flights hotels ground transportation itineraries and changes as agendas and supporting materials for recurring and ad hoc meetings and coordinate follow-up items as and submit expense reports for the department executive and designated vice department organizational charts contact sheets vacation calendars the Business Continuity Plan vendor information and license renewal timecards and expenses for the department up with clients advisors vendors and internal partners on administrative matters and and Advisor Visits to the Home OfficeOwn the end-to-end coordination of client advisor prospective partner and other strategic visits to the home visitor travel logistics including flights hotel accommodations ground transportation arrival and departure details and itinerary and maintain visit agendas in partnership with executive sponsors and internal participants confirming timing meeting rooms presenters materials and technology pre-visit and day-of communication with visitors and internal stakeholders including agendas travel details office access parking dress guidance contact information and schedule meals restaurant reservations catering refreshments and other hospitality details taking documented dietary restrictions and accessibility needs into conference rooms visitor access welcome materials name badges signage presentation materials and on-site as the primary logistical point of contact during visits proactively addressing schedule changes transportation issues hospitality needs and other last-minute visit checklists itineraries contact lists and budget or expense documentation to support a consistent and professional home-office Events and MeetingsCoordinate regional meetings leadership gatherings dinners advisor events and other field-based programs from planning through event logistics including venue and restaurant sourcing hotel room blocks flights ground transportation catering audiovisual requirements meeting space and attendee and distribute event agendas invitations confirmations travel instructions attendee communications and changes in a timely and professional attendee lists registration details dietary information rooming lists vendor contacts and event run-of-show with regional leaders internal teams venues restaurants hotels and other vendors to ensure responsibilities deadlines and service expectations are event budgets contracts invoices deposits cancellations and final expenses escalating issues and variances on-site or remote logistical support as needed and complete post-event follow-up reconciliation and You Bring:Heart to serve others while delighting our clients with every to maintain confidentiality exercise discretion and use sound judgment when handling sensitive executive-support experience with demonstrated ability to anticipate needs manage competing priorities and follow through organizational scheduling travel-planning event-coordination and written and verbal communication attention to detail and a commitment to accuracy professionalism accountability customer focus and in Microsoft Outlook Excel Word PowerPoint Teams and related productivity to create clear agendas itineraries communications checklists and tracking phone and in-person demeanor with the ability to interact effectively with executives clients advisors vendors and to follow written and oral instructions work independently solve problems quickly and adapt when plans to manage budgets invoices expense reporting vendor details and multiple deadlines with to work outside standard business hours and travel when required by executive schedules client visits or regional school diploma degree and/or financial services industry experience Executive Assistant experience coordinating executive travel client or advisor visits and multi-location events proficiency with Microsoft Office Suite required.

Required Experience:

IC