Administrative Assistant
Deerfield, WI - USA
Job Summary
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 11500 clients in all 50 states. (as of 6/30/2026 and subject to change).
Role Overview:
Performs 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 creating spreadsheets and presentations information and document management and a variety of other responsibilities as needed.
Principal Accountabilities:
1. Answers multiple-line telephone promptly and professionally.
2. Greets and directs guests in a warm welcoming manner.
3. Manages booking and preparation of shared conference rooms (set-up presentation coffee station maintenance etc.).
4. Coordinates office services (copiers postage machine phones building management etc.).
5. Orders and maintains office and kitchen supplies.
6. Performs additional administrative services such as copying scanning typing etc.
7. Anticipates the needs of the other team members and lends support.
8. Communicates with property management and various vendors to ensure office space is maintained attractively.
9. Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.
10. Provides administrative support and other duties as assigned.
11. Approaches work interactions and relationships in a manner consistent with the Companys Core Values.
12. Maintains the highest Compliance standards by adhering to the companys Human Resources guidelines Compliance policies professional designation standards and our industrys regulatory standards to mitigate risk to the company.
- 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:
- Bachelors 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 youll 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 youre ready to take on a challenging rewarding role in a company that values excellence and eternal impact wed love to hear from you!
A reasonable estimate of the current range is $26 to $31 per hour with benefits
This job description is for our Chicago Office only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity internal salary ranges applicants skills and prior relevant experience and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future.
Blue Trust is an equal opportunity employer
Required Experience:
Junior IC
About Company
For more than 45 years, Blue Trust has brought financial expertise and biblical wisdom together to help clients steward wealth with clarity and purpose.