Company · 10 open roles
Careers at Blue Trust Inc
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10 positions at Blue Trust Inc
Project Manager, Private Wealth
Blue Trust Inc·Alpharetta, Georgia, United States
Project Manager, Private Wealth at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: planning projects, creating presentations, managing deliverables Requirements: 3+ years project experience, strong Microsoft Office skills with expert PowerPoint and Excel, proj…
Business Consulting Associate
Blue Trust Inc·Alpharetta, Georgia, United States
Business Consulting Associate at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: analyzing financials, developing models, supporting advisors Requirements: 3-5 years business consulting/accounting/financial services experience; bachelor’s degree in business-re…
Investment Operations Specialist
Blue Trust Inc·Alpharetta, Georgia, United States
Investment Operations Specialist at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: reconciling portfolios, opening accounts, supporting advisors Requirements: Bachelor's degree required (finance/investments/economics preferred). Experience in financial servic…
Staff Accountant - Family Office
Blue Trust Inc·Alpharetta, Georgia, United States
Staff Accountant - Family Office at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: prepare reports, reconcile accounts, post journal Requirements: Assist with monthly client financial reporting, bank reconciliations, general ledger maintenance, journal entrie…
Client Accounting Supervisor
Blue Trust Inc·Chandler, Arizona, United States
Client Accounting Supervisor at Blue Trust Inc. Location: Chandler, Arizona, United States. Role: lead team, manage operations, train staff Requirements: Five to seven years in administrative support, customer service, or accounting; Bachelor's degree strongly preferred; proficie…
Trust Associate
Blue Trust Inc·Alpharetta, Georgia, United States
Trust Associate at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: opening accounts, closing accounts, record keeping Requirements: Supports philanthropic trust administration; handles account openings/closings, trust accounting, cash movements, compliance, an…
Financial Advisor, Everyday Steward
Blue Trust Inc·Houston, Texas, United States
Financial Advisor, Everyday Steward at Blue Trust Inc. Location: Houston, Texas, United States. Role: build relationships, manage clients, deliver plans Requirements: Experienced financial planner/advisor with ability to develop customized financial plans and manage client relati…
Financial Planning Associate
Blue Trust Inc·Charlotte or United States
Financial Planning Associate at Blue Trust Inc. Location: Charlotte or United States. Role: assist meetings, perform trading, tax planning Requirements: Bachelor’s degree preferred; strong Excel; excellent communication; ability to learn; high integrity; no prior experience requi…
Associate Advisor
Blue Trust Inc·Deerfield, Illinois, United States
Associate Advisor at Blue Trust Inc. Location: Deerfield, Illinois, United States. Role: leading meetings, preparing plans, serving clients Requirements: Supports wealth advisors by preparing financial plans, handles client service, and may lead meetings; requires communication, …
Advisor - Family Office
Blue Trust Inc·Alpharetta, Georgia, United States
Advisor - Family Office at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: Develop business, Serve clients, Lead team Requirements: Advisor with financial planning experience, leadership, and client service skills; strong business development, biblical counsel…