Administrative Office & Scheduling Specialist

Bluespring Wealth Partners, LLC; Grand Rapids (MI); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking an Administrative Office Assistant and Scheduler in Grand Rapids, MI. The role supports front desk operations, scheduling, CRM data maintenance, and client services to ensure a smooth client experience.

You will work closely with the Office Manager, handling mail, documents, and event logistics while upholding professional standards in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Minimum of 2 years in office administration.
• Experience in financial services preferred but not required.
• Professional attire and demeanor.
• Strong time management and organizational skills.

Responsibilities

• Answer incoming calls, transfer to appropriate team members, and take accurate messages.
• Greet clients upon arrival and coordinate seating and refreshments.
• Coordinate scheduling, appointment reminders, and reporting for Advisors.
• Maintain the CRM and client documents, including file organization and shipping materials.

Skills

Time management

Organizational skills

Verbal and written communication

Professionalism

Multitasking

Attention to detail

Education

High school diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Job description

Kestra Financial, Inc. is seeking an Administrative Office Assistant and Scheduler in Grand Rapids, MI. The role supports front desk operations, scheduling, CRM data maintenance, and client services to ensure a smooth client experience.

You will work closely with the Office Manager, handling mail, documents, and event logistics while upholding professional standards in a fast-paced environment.