Virtual EA

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

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 growth.

Bluespring 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 serve.

The Executive Assistant provides high-level administrative and operational support to designated executives and their teams. The 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 experience.

Coordinate executive and leadership travel arrangements, including flights, hotels, ground transportation, itineraries, and changes as needed.

Prepare agendas and supporting materials for recurring and ad hoc meetings, and coordinate follow-up items as requested.

Follow up with clients, advisors, vendors, and internal partners on administrative matters and commitments.

Client and Advisor Visits to the Home Office

Own the end-to-end coordination of client, advisor, prospective partner, and other strategic visits to the home office.

Coordinate visitor travel logistics, including flights, hotel accommodations, ground transportation, arrival and departure details, and itinerary changes.

Build and maintain visit agendas in partnership with executive sponsors and internal participants, confirming timing, meeting rooms, presenters, materials, and technology needs.

Lead pre-visit and day-of communication with visitors and internal stakeholders, including agendas, travel details, office access, parking, dress guidance, contact information, and schedule updates.

Arrange meals, restaurant reservations, catering, refreshments, and other hospitality details, taking documented dietary restrictions and accessibility needs into account.

Coordinate conference rooms, visitor access, welcome materials, name badges, signage, presentation materials, and on-site logistics.

Maintain visit checklists, itineraries, contact lists, and budget or expense documentation to support a consistent and professional home-office experience.

Coordinate regional meetings, leadership gatherings, dinners, advisor events, and other field-based programs from planning through completion.

Manage event logistics, including venue and restaurant sourcing, hotel room blocks, flights, ground transportation, catering, audiovisual requirements, meeting space, and attendee materials.

Develop and distribute event agendas, invitations, confirmations, travel instructions, attendee communications, and changes in a timely and professional manner.

Maintain attendee lists, registration details, dietary information, rooming lists, vendor contacts, and event run-of-show documents.

Track event budgets, contracts, invoices, deposits, cancellations, and final expenses, escalating issues and variances promptly.

Provide on-site or remote logistical support, as needed, and complete post-event follow-up, reconciliation, and documentation.

Heart to serve others while delighting our clients with every interaction.

Advanced organizational, scheduling, travel-planning, event-coordination, and written and verbal communication skills.

High attention to detail and a commitment to accuracy, professionalism, accountability, customer focus, and teamwork.

Proficiency in Microsoft Outlook, Excel, Word, PowerPoint, Teams, and related productivity tools.

Ability to create clear agendas, itineraries, communications, checklists, and tracking documents.

Professional phone and in-person demeanor, with the ability to interact effectively with executives, clients, advisors, vendors, and colleagues.

Flexibility to work outside standard business hours and travel when required by executive schedules, client visits, or regional events.

High school diploma required.

College degree and/or financial services industry experience preferred.

Strong Executive Assistant experience required.

Experience coordinating executive travel, client or advisor visits, and multi-location events preferred.

Demonstrated proficiency with Microsoft Office Suite required.

Internal Application Policy:

401(k), health insurance, and a competitive benefits package

Help clients navigate meaningful financial decisions with confidence

Opportunities for training, development, and long-term growth within the firm

Tuition reimbursement for qualified expenses

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. Kestra Holdings Website:

LinkedIn:

Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.