Job Description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.
Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. Our company fosters a collaborative, entrepreneurial culture while providing the resources and scale of a larger enterprise.
The Senior Executive Administrative Assistant role is a full time in-office role responsible for supporting Senior Leaders of the firm. This includes all administration tasks, including managing calendars, appointments, correspondence, data management, tracking reports, expenses, and travel. Specific responsibilities can include client service administration, office equipment management, account maintenance and overall team support.

What you’ll Do:
• Answer and route telephone calls.
• Monitors voicemail and inquiries through the website or social media, schedules initial and follow-up meetings and provides driving directions.
• Maintain all office equipment and supplies.
• Perform daily tasks and maintain duties as related to office activities and client meetings.
• Update clients’ files as instructed.
• Assist Executives on daily activities such as meetings, phone conferences & scheduling.
• Scan all new client documents.
• Coordinate and arrange all business travel.
• Coordinate newsletter and mass mailings as needed.
• Maintain office calendar and prepare Conference Room for all meetings.
• Be the Expert on Microsoft Office applications, and CRM systems.
• Schedule and confirm appointments for existing clients.
• Schedule and confirm vendor meetings and catering.
• Serves as a liaison between the office, vendors and building management, coordinating a range of functions such as building access for staff, internet access, work equipment for new hires.
• Assist with firm projects.

What You Bring:
• Ability to maintain confidentiality and exercise discretion.
• Proficiency in MS Outlook, MS Excel, MS Word and MS Power-point.
• Ability to follow written and oral instructions.
• Exhibit professional phone demeanor.
• You must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written.
• Attention to detail.
• Commitment to professionalism, accountability, customer focus, and teamwork.

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.