Administrative Assistant

Kestra • Lancaster, PA

45d

About The Position

Lead with Purpose. Partner with Impact. 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 adviser autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our adviser-focused culture is built on innovation and advocacy, enabling advisers to offer comprehensive securities and investment advisory solutions to their clients.
Rodgers & Associates, a Registered Investment Adviser, is a fee-only independent wealth management firm. We provide financial planning and investment management services, assisting clients in and approaching retirement. We are seeking an energetic, detail-oriented individual to join our team and support our firm in delivering an outstanding client experience. If you thrive in a collaborative environment and are motivated by helping others succeed, we’d love to meet you. This is a full-time, hourly position with scheduled evening hours to support the firm.

Requirements

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint); experience with CRM systems is a plus.
• A proactive mindset with the ability to learn quickly and work independently.
• Professional, positive attitude with a commitment to delivering excellent client service.

Nice To Haves

• Prior experience in financial services, professional services, or administrative support is preferred but not required.

Responsibilities

• Provide high-level administrative support to team members.
• Assist in preparing materials for client review meetings, including assembling reports and documentation.
• Manage calendars, schedule appointments to coordinate client meetings.
• Maintain accurate and UpToDate client records in the CRM system.
• Assist with preparing and processing client correspondence and documentation.
• Support compliance-related administrative needs, including organizing documentation, maintaining required records, and ensuring timely completion of compliance tasks.
• Handle incoming communications with professionalism, delivering exceptional service to clients and prospects.
• Coordinate office tasks such as preparing mailings, organizing digital files, and managing supplies.
• Collaborate with team members to support projects that improve operational efficiency and client service.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED