What are the responsibilities and job description for the Executive Assistant position at Kestra Financial?
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Executive Assistant is responsible for assisting and providing administrative support to C-Suite Leaders and the departments they oversee.
RESPONSIBILITIES:
There are no minimum securities industry registrations or software/technology certifications required. However, strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is preferred.
OTHER DUTIES:
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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
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.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Executive Assistant is responsible for assisting and providing administrative support to C-Suite Leaders and the departments they oversee.
RESPONSIBILITIES:
- Manage calendars and field phone calls for the C-Suite Leader
- Prepare agendas for ongoing meetings as required
- Facilitate weekly L10 meetings and coordinate relevant updates in Ninety.io software
- Serve as critical partner to cross-functional teams for various questions, inquiries, tasks, or requests for assistance
- Schedule and manage travel and related expense reports
- Be responsible for client service-related tasks
- Reach out to clients to schedule meetings and reviews
- Plan occasional client events and seminars
- Coordinate on-site meetings with strategic partners
- Compile data to produce business reports and periodic reviews
- Coordinate and prepare materials for quarterly and annual strategic planning meetings
- Act as department point of contact for vendor invoicing between third parties and Accounts Payable
- Other duties and projects as assigned
- 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
- None
- High School diploma required.
- College degree and/or industry experience preferred.
- 3 years supporting C- Suite Leaders
There are no minimum securities industry registrations or software/technology certifications required. However, strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is preferred.
OTHER DUTIES:
- Ability to sit at a computer for long periods of time in office environment well lit.
- Ability to lift up to 20 pounds.
- Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.
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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
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.
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.
