(Remote) Firm Administrator
Firm Administrator for Blue Column Capital
www.bluecolumncapital.com
Note: All candidates must apply through Indeed to be considered for an interview.
Company Background/Culture
Blue Column Capital (BCC) was founded in 2024 through a merger of highly successful advisors and their teams. BCC prides itself in its long-term success with client relationships and delivering holistic planning and plan implementation to business owners and high net worth individuals.
Our Purpose/Cause/Passion
What we do: Deliver Enduring Financial Independence and Instill the Confidence to Enjoy It
Why we do it: Because clients deserve better.
Our values: Principled | Practical | Proactive | Partners Essential Responsibilities
The Firm Administrator is responsible for providing administrative support to the team at Blue Column Capital. The ideal candidate is efficient, ambitious and polished. They have meticulous attention to detail and are highly organized. This role is firm/team support, working at the direction of the Chief Operating Officer. Candidates should enjoy an entrepreneurial and fast paced atmosphere.
· Embrace ownership of the position and the role in helping the firm
· Strict adherence to compliance and client confidentiality
· Data Entry, general maintenance of client management systems
· Maintaining and updating client files with extreme accuracy and adherence to HI PPA guidelines
· Triage and follow through with email/voicemail for multiple inboxes.
· Make travel arrangements, registrations, itineraries, etc. for the team
· Manage and coordinate meetings: logistics, agendas, and track follow up
· Follow all guidelines for documenting client interactions, assist in preparation of internal & external compliance reviews, secure filing of relevant client documents
· Create and execute repeatable, systemized processes to be efficient and effective
· Cross train with the COO/additional team members to assist as-needed
Desired Role Impacts
Beyond the essential responsibilities, an effective Firm Administrator has a significant impact on the culture and performance of the organization by bringing skills with a high attention to detail and follow-through. Skills in detailed organization and high-level communication are a must.
Professional Experience/Personal Values and Characteristics
Personal
Exceptional character and integrity
Extremely high attention to detail while working efficiently
Able to be able to pivot from one task to another without losing quality of work
Ability to anticipate needs/ roadblocks/ issues with events and work to prevent/fix them
Strict adherence to compliance/regulations
Provides feedback in a respectful and professional manner
Effective listening and distillation of the key details
Comfortable with fast paced and remote work environments
Maintains a sense of humor while staying serious about responsibilities
Comfortable around diverse personalities and perspectives
Interested in self-development
Operates with a high level of energy, enthusiasm, and decisiveness
Ability and willingness to operate effectively under pressure
Self-aware to accept mistakes, fix them, and learn from them
Can make educated assumptions when needed
Outstanding communication skills
Experience
Significant experience as an administrator
Familiarity with database management
Comfortable with client management software
Background that includes individual and group travel arrangements
Advanced proficiency a MUST in: Outlook, Google Calendar, Microsoft Excel, excellent verbal and written communications
Education and Background
Bachelor's Degree (required) in Communications or Business, preferred
Minimum of 3 years of professional administrative support experience
Health and Life Insurance License preferred, or ability to obtain within first 60-days
Experience & advanced knowledge required in Microsoft Excel & Client Relationship Management software.
Proficiency a MUST in: Outlook, Google Calendar, Excellent verbal and written communication
Compensation/Benefits
We offer a highly competitive compensation package, including:
Base Salary: $50,000 - $65,000, commensurate with experience and licensing
Potential for long- and short-term incentive compensation
401(k) & Profit-Sharing Plan
Medical, Dental, Vision Insurance
Group Life and Long and Short-Term Disability Insurance
Paid Time Off
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over a sponsorship of an employment Visa at this time.
Any employment offer will be contingent upon the satisfactory completion of a background search and FINRA brokerage search, for which notice and consent forms will be provided to you.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance
Schedule:
Monday to Friday
Application Question(s):
Are you proficient in Outlook and Google Calendar?
Are you proficient in Microsoft Excel?
Education:
Bachelor's (Required)
Experience:
Client Relationship Management software: 2 years (Required)
professional administrative support: 3 years (Required)
License/Certification:
Life & Health Insurance License (Preferred)
Work Location: Remote
Apply Now
www.bluecolumncapital.com
Note: All candidates must apply through Indeed to be considered for an interview.
Company Background/Culture
Blue Column Capital (BCC) was founded in 2024 through a merger of highly successful advisors and their teams. BCC prides itself in its long-term success with client relationships and delivering holistic planning and plan implementation to business owners and high net worth individuals.
Our Purpose/Cause/Passion
What we do: Deliver Enduring Financial Independence and Instill the Confidence to Enjoy It
Why we do it: Because clients deserve better.
Our values: Principled | Practical | Proactive | Partners Essential Responsibilities
The Firm Administrator is responsible for providing administrative support to the team at Blue Column Capital. The ideal candidate is efficient, ambitious and polished. They have meticulous attention to detail and are highly organized. This role is firm/team support, working at the direction of the Chief Operating Officer. Candidates should enjoy an entrepreneurial and fast paced atmosphere.
· Embrace ownership of the position and the role in helping the firm
· Strict adherence to compliance and client confidentiality
· Data Entry, general maintenance of client management systems
· Maintaining and updating client files with extreme accuracy and adherence to HI PPA guidelines
· Triage and follow through with email/voicemail for multiple inboxes.
· Make travel arrangements, registrations, itineraries, etc. for the team
· Manage and coordinate meetings: logistics, agendas, and track follow up
· Follow all guidelines for documenting client interactions, assist in preparation of internal & external compliance reviews, secure filing of relevant client documents
· Create and execute repeatable, systemized processes to be efficient and effective
· Cross train with the COO/additional team members to assist as-needed
Desired Role Impacts
Beyond the essential responsibilities, an effective Firm Administrator has a significant impact on the culture and performance of the organization by bringing skills with a high attention to detail and follow-through. Skills in detailed organization and high-level communication are a must.
Professional Experience/Personal Values and Characteristics
Personal
Exceptional character and integrity
Extremely high attention to detail while working efficiently
Able to be able to pivot from one task to another without losing quality of work
Ability to anticipate needs/ roadblocks/ issues with events and work to prevent/fix them
Strict adherence to compliance/regulations
Provides feedback in a respectful and professional manner
Effective listening and distillation of the key details
Comfortable with fast paced and remote work environments
Maintains a sense of humor while staying serious about responsibilities
Comfortable around diverse personalities and perspectives
Interested in self-development
Operates with a high level of energy, enthusiasm, and decisiveness
Ability and willingness to operate effectively under pressure
Self-aware to accept mistakes, fix them, and learn from them
Can make educated assumptions when needed
Outstanding communication skills
Experience
Significant experience as an administrator
Familiarity with database management
Comfortable with client management software
Background that includes individual and group travel arrangements
Advanced proficiency a MUST in: Outlook, Google Calendar, Microsoft Excel, excellent verbal and written communications
Education and Background
Bachelor's Degree (required) in Communications or Business, preferred
Minimum of 3 years of professional administrative support experience
Health and Life Insurance License preferred, or ability to obtain within first 60-days
Experience & advanced knowledge required in Microsoft Excel & Client Relationship Management software.
Proficiency a MUST in: Outlook, Google Calendar, Excellent verbal and written communication
Compensation/Benefits
We offer a highly competitive compensation package, including:
Base Salary: $50,000 - $65,000, commensurate with experience and licensing
Potential for long- and short-term incentive compensation
401(k) & Profit-Sharing Plan
Medical, Dental, Vision Insurance
Group Life and Long and Short-Term Disability Insurance
Paid Time Off
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over a sponsorship of an employment Visa at this time.
Any employment offer will be contingent upon the satisfactory completion of a background search and FINRA brokerage search, for which notice and consent forms will be provided to you.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance
Schedule:
Monday to Friday
Application Question(s):
Are you proficient in Outlook and Google Calendar?
Are you proficient in Microsoft Excel?
Education:
Bachelor's (Required)
Experience:
Client Relationship Management software: 2 years (Required)
professional administrative support: 3 years (Required)
License/Certification:
Life & Health Insurance License (Preferred)
Work Location: Remote
Apply Now