Administrative Assistant

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.