Kestra Financial
About 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. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Overview
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
Recruiting Coordination: Coordinate all aspects of advisor diligence visits, 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 and anticipate needs to ensure a polished, first-class experience. Administrative Duties: Distribute company-wide communications 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; implement and develop new procedures. Travel and Expense Management: Manage the EVP’s dynamic calendar; coordinate and book travel for the EVP and high-volume travel for prospective recruits; process and reconcile the EVP’s corporate AMEX expenses weekly, including recruitment-related costs; partner with Accounts Payable to research budget variances and provide accurate reporting. Team Collaboration & Addition Duties: Provide coverage for the Receptionist (approximately 2–3 times a month) and support other EAs for company-wide meetings; assist with additional administrative tasks and special projects as needed. Knowledge, Skills, and 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, PowerPoint). Professional phone and interpersonal skills. Attention to detail, teamwork, professionalism, and accountability. Flexibility to work overtime as necessary. Prior Executive Assistant experience preferred. Education and Experience
High School diploma required; College degree preferred. Financial industry experience preferred. Minimum of 2 years of professional work experience required. Certifications, Licenses, Registration
None Supervisory Responsibilities
None 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). Disclosures
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: Kestra Financial may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for potential employment. Kestra Financial is an equal opportunity employer and prohibits discrimination or harassment on the basis of any characteristic protected by law. KeStra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Administrative Location: Austin, TX
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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. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Overview
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
Recruiting Coordination: Coordinate all aspects of advisor diligence visits, 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 and anticipate needs to ensure a polished, first-class experience. Administrative Duties: Distribute company-wide communications 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; implement and develop new procedures. Travel and Expense Management: Manage the EVP’s dynamic calendar; coordinate and book travel for the EVP and high-volume travel for prospective recruits; process and reconcile the EVP’s corporate AMEX expenses weekly, including recruitment-related costs; partner with Accounts Payable to research budget variances and provide accurate reporting. Team Collaboration & Addition Duties: Provide coverage for the Receptionist (approximately 2–3 times a month) and support other EAs for company-wide meetings; assist with additional administrative tasks and special projects as needed. Knowledge, Skills, and 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, PowerPoint). Professional phone and interpersonal skills. Attention to detail, teamwork, professionalism, and accountability. Flexibility to work overtime as necessary. Prior Executive Assistant experience preferred. Education and Experience
High School diploma required; College degree preferred. Financial industry experience preferred. Minimum of 2 years of professional work experience required. Certifications, Licenses, Registration
None Supervisory Responsibilities
None 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). Disclosures
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: Kestra Financial may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for potential employment. Kestra Financial is an equal opportunity employer and prohibits discrimination or harassment on the basis of any characteristic protected by law. KeStra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Administrative Location: Austin, TX
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