Customer Service / Administrative Support Position

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 460 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.(as of 6/30/2026 and subject to change).

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

Why Join Blue Trust?
At Blue Trust, you’ll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you’re ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we’d love to hear from you!

Blue Trust is an equal opportunity employer

#J-18808-Ljbffr Blue Trust, Inc.