Financial Advisory - Executive Assistant

Bluespring Wealth Partners, LLC; Houston, Northern (TX, KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Bluespring Wealth Partners, LLC is seeking an Executive Assistant to join our Houston office and support our leadership team. You will manage calendars, arrange travel, coordinate vendors, and ensure smooth day-to-day operations.

You’ll bridge communications between building management, staff, and external partners while maintaining confidential information with discretion. The role emphasizes proactive problem solving, multi-tasking, and tech-savvy use of MS Office, internal platforms, and

Qualifications

• Strong organizational and time management skills for multitasking and prioritization.
• Attention to detail and follow-through.
• Excellent written and verbal communication.
• Proficiency with Microsoft Office Suite and familiarity with scheduling platforms/CRM tools.
• Ability to solve problems independently and address operational needs.
• Professional discretion with confidential information.
• Experience supporting executives or managing office operations preferred.

Responsibilities

• Provide comprehensive administrative support: calendar management, appointment scheduling, and travel coordination.
• Manage vendor relationships: onboarding, rate comparisons, renewals, and cancellations.
• Serve as liaison between building management and the firm: coordinating access, communications, insurance updates, and compliance.
• Oversee office operations: supply tracking, ordering, and coordinating meeting logistics (catering, accommodations).
• Support technology and systems administration: managing subscriptions, equipment, service requests, troubleshooting.
• Administer internal platforms/tools (OnceHub, RingCentral): scheduling management, updates, troubleshooting coordination.
• Track and process administrative financials: forwarding invoices, subscriptions, service tickets, receipts.
• Handle mail, maintain records (gift logs, device logs), ensure documents saved in SharePoint.
• Assist with events and employee support: onboarding logistics, gift coordination, internal communications.
• Support leadership and staff with additional administrative, operational, IT needs as they arise.

Skills

Calendar management

Vendor management

Office coordination

Communication

Problem solving

Discretion

Executive support

CRM familiarity

Tools

OnceHub

RingCentral

SharePoint

Job description

Lead with Purpose. Partner with Impact.

The Executive Assistant is a highly organized and proactive professional responsible for supporting

day-to-day administrative and operational needs of the firm. This role serves as a central point of

coordination across vendors, office logistics, scheduling, and executive support, ensuring efficient

office operations and a seamless internal experience.

What you’ll Do:

• Provide comprehensive administrative support, including calendar management, appointment scheduling, and travel coordination
• Manage vendor relationships, including onboarding, rate comparisons, renewals, and cancellations
• Serve as liaison between building management and the firm, coordinating access, communications, insurance updates, and compliance-related information
• Oversee office operations, including supply tracking and ordering (office supplies, groceries, mailing materials) and coordinating meeting logistics such as catering and accommodations
• Support technology and systems administration, including managing subscriptions, maintaining equipment (mailing machines, printers, etc.), coordinating service requests, and assisting with general troubleshooting
• Administer internal platforms and tools such as OnceHub and RingCentral, including scheduling management, updates, and troubleshooting coordination
• Track and process administrative financial items, including forwarding invoices, managing subscription expenses, logging service tickets, and locating missing receipts
• Handle incoming and outgoing mail, maintain records (e.g., gift logs, device logs, shred certificates), and ensure documents are properly saved in SharePoint
• Assist with firm events and employee support tasks, including onboarding logistics, gift coordination, and internal communications
• Support leadership and staff with additional administrative, operational, and IT needs as they arise

What You Bring:

• Strong organizational and time management skills with the ability to multitask and prioritize effectively
• High level of attention to detail and follow-through
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite and familiarity with business systems (e.g., scheduling platforms, CRM tools)
• Ability to solve problems independently and proactively address operational needs
• Professional discretion when handling confidential information
• Experience supporting executives or managing office operations preferred

Physical Demand

The physical demands described here are representative of those that must be met by an employee

to successfully perform the essential functions of this job. Reasonable accommodation may be

made to enable individuals with disabilities to perform the essential functions.

• Sitting and utilizing a computer for long periods of time
• Ability to travel to and from work unassisted
• Able to lift up to 50 pounds