Executive Assistant
About the role
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. Lead with Purpose. Partner with Impact. Bluespring 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 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.
Responsibilities
- Executive and Department Support: Manage complex calendars for the department executive and designated team members, including meeting prioritization, scheduling, preparation, and resolution of conflicts. 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. Reconcile and submit expense reports for the department executive and designated vice presidents. Maintain department organizational