Strategic Assistant to the Executive Team

Lead with Purpose. Partner with Impact.

We are seeking an experienced and highly organized C-Suite Executive Assistant to support a C-Suite Executive. Reporting directly to one of our C-Suite Executives, this role will provide administrative and strategic support ensuring smooth day-to-day operations while proactively managing priorities. The ideal candidate will be an autonomous, resourceful, detail-oriented, and a professional individual capable of handling confidential information with discretion and performing at the highest level in a fast-paced environment.

What You'll Do

• Provide comprehensive administrative and operational support to C-Suite Executive:
• Email Management: Manage, intercept, and delegate emails, ensuring timely responses and prioritization.
• Practifi (CRM) Attachments: Handle Practifi system tasks related to notices, emails, correspondence, etc.
• Phone Management: Manage incoming calls, prioritizing and handling them appropriately.
• Scheduling: Organize and coordinate meetings, one-on-ones with employees, and internal reviews.
• This individual will provide high-level administrative support while maintaining the utmost confidentiality, proactively anticipating needs, and fostering a highly responsive relationship in a fast-paced and dynamic environment.
• Serve as a reliable point of contact between all C-Suite Executives and their teams.
• Maintain confidentiality and handle sensitive information by exercising discretion and independent judgement.
• Proactively identify opportunities to optimize workflows and improve efficiency.
• Prioritize and manage multiple tasks with minimal supervision.
• Project coordination and responsibility for execution of Excel based projects.
• Coordination of internal and external resources for inclusion of investment related information in the firm newsletter, as needed.
• Assist with special projects and initiatives as assigned.

What You Bring

• Proven experience as a C-Suite Executive Assistant or in a similar high-level administrative role.
• Exceptional organizational and multitasking abilities.
• Strong written and verbal communication skills.
• Proficiency in email management systems, scheduling tools, and Microsoft Office Suite.
• Ability to manage confidential information with the utmost professionalism.
• Adept at working independently and collaboratively in a fast-paced environment.
• Experience coordinating events and managing projects is highly desirable.
• Four year degree (preferably with a focus in business and/or finance)
• Masters degree in business and/or finance (preferred)
• Proactive problem-solver with a high level of initiative.
• Flexible and adaptable to shifting priorities.
• Detail-oriented with excellent time management skills.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• 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

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.