Executive Assistant

Lead with Purpose. Partner with Impact.

Blue spring Wealth (BSW) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class wealth managers who provide financial planning and investment services to retail clients. Blue spring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business expertise, and strategic investments in key areas of growth.

Blue spring is a wholly owned subsidiary of Kestra Holdings, a holding company consisting of leading wealth management services businesses that support independent financial advisors and the clients they serve.

The Executive Assistant provides high-level administrative and operational support to designated executives and their teams. This role serves as a trusted, highly organized partner who anticipates needs, protects executive time, manages sensitive information, and coordinates the details required for effective leadership, client engagement, and regional execution.

The Executive Assistant is responsible for providing proactive administrative, scheduling, travel, communication, and project coordination support. The role also manages the end-to-end logistics for client and advisor visits to the home office and supports regional events, ensuring every interaction is organized, professional, and consistent with the Blue spring experience.

Success requires discretion, sound judgment, strong attention to detail, clear communication, and the ability to manage multiple priorities while anticipating needs and resolving issues before they affect executives, clients, advisors, or internal partners.

• Manage complex calendars for the department executive and designated team members, including meeting prioritization, scheduling, preparation, and resolution of conflicts.
• Coordinate executive and leadership travel arrangements, including flights, hotels, ground transportation, itineraries, and changes as needed.
• Prepare agendas and supporting materials for recurring and ad hoc meetings, and coordinate follow-up items as requested.
• Reconcile and submit expense reports for the department executive and designated vice presidents.
• Maintain department organizational charts, contact sheets, vacation calendars, the Business Continuity Plan, vendor information, and license renewal schedules.
• Approve timecards and expenses for the department executive.
• Follow up with clients, advisors, vendors, and internal partners on administrative matters and commitments.

• Own the end-to-end coordination of client, advisor, prospective partner, and other strategic visits to the home office.
• Coordinate visitor travel logistics, including flights, hotel accommodations, ground transportation, arrival and departure details, and itinerary changes.
• Build and maintain visit agendas in partnership with executive sponsors and internal participants, confirming timing, meeting rooms, presenters, materials, and technology needs.
• Lead pre-visit and day-of communication with visitors and internal stakeholders, including agendas, travel details, office access, parking, dress guidance, contact information, and schedule updates.
• Arrange meals, restaurant reservations, catering, refreshments, and other hospitality details, taking documented dietary restrictions and accessibility needs into account.
• Coordinate conference rooms, visitor access, welcome materials, name badges, signage, presentation materials, and on-site logistics.
• Serve as the primary logistical point of contact during visits, proactively addressing schedule changes,…