Kestra PWS is hiring: Executive Assistant in Austin

Overview

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Job Description

Posted Monday, September 22, 2025 at 6:00 AM

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.

SUMMARY:

The Executive Assistant provides high-level administrative support to the Head of Business Development and the team, including planning, coordinating, and hosting advisor diligence visits. This role requires professionalism, discretion, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Essential duties and responsibilities: To perform this job successfully, the individual must be able to execute each essential duty in a confidential and satisfactory manner.

• Coordinate all aspects of advisor diligence visits at the Austin, TX home office, including travel, lodging, and on-site logistics.
• Work directly with prospective advisors to ensure seamless travel arrangements and a first-class visit experience.
• Create detailed agendas aligned with executive calendars and business priorities.
• Serve as a professional, discreet point of contact for prospective advisors and executives.
• Host advisors during visits, anticipating their needs, ensuring a polished, first-class experience.

Administrative Duties

• Distribute company-wide communication and assist in scheduling conference meetings.
• Plan catering and support events for staff needs.
• Utilize work processing systems, database platforms, and presentation tools to gather information.
• Create materials for executive-level meetings and conferences.
• Prioritize tasks and maintain structure in a fast-paced environment for a growing team.
• Implementing and developing new procedures.

Travel and Expense Management

• Manage the EVP’s dynamic calendar, balancing priorities and facilitating smooth day-to-day operations.
• Coordinate and book travel arrangements for the EVP, as well as high-volume travel for prospective recruits.
• Process and reconcile the EVP’s corporate AMEX expenses on a weekly basis, including recruitment-related costs.
• Partner with Accounts Payable to research budget variances and provide accurate reporting.
• Provide coverage for the Receptionist (approximately 2-3x a month), and support other EAs as needed for company-wide meetings.
• Assist with additional administrative tasks and special projects as needed.

Knowledge, Skills, and/or Abilities

• Strong organizational and communication skills, both verbal and written.
• Ability to maintain confidentiality and exercise discretion.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, and PowerPoint).
• Exhibit professional phone and interpersonal skills.
• Attention to detail and commitment to teamwork, professionalism, and accountability.
• Commitment to professionalism, accountability, customer focus, and teamwork.
• Flexibility to work overtime as necessary.

Supervisory Responsibilities

• None

Education and Experience

• Financial industry experience preferred.
• Minimum of 2 years of professional work experience required.

Certifications, Licenses, Registration

• None

Internal Applicant 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

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.

Keostra/V alues

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.

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America