Executive Assistant Job at Kestra PWS in Tempe

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America Job Description Posted Tuesday, October 21, 2025 at 8:00 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. The Executive Assistant is a key contributor to the success of Kestra Financial's Operating Group executive team, providing high-level administrative and operational support to executives and their teams. This individual ensures seamless day-to-day operations through expert calendar management, travel coordination, event planning, and communication support. This role requires exceptional organizational skills, discretion, and the ability to manage multiple priorities in a fast-paced, professional environment. Core Responsibilities Executive Support: Serve as a strategic partner to assigned executives, helping prioritize and manage key initiatives. Proactively manage dynamic calendars, coordinate meetings, prepare agendas, and ensure timely follow-up. Serve as a primary liaison between executives, internal teams, and external partners. Maintain distribution lists, manage correspondence, and provide administrative support to executive team members. Travel, Logistics & Event Planning: Coordinate complex travel arrangements including air, hotel, and ground transportation. Plan and execute internal events, leadership offsites, and external engagements with seamless logistics and communication. Prepare detailed itineraries and manage all related logistics including catering planning and onsite support. Reporting & Documentation: Create materials for executive-level meetings and conferences. Process and reconcile expenses. Draft, edit, and manage business documents such as agendas, itineraries, expense reports, and presentations. Operational Support: Support onboarding of new team members, host office guests, and provide general administrative assistance to ensure smooth office operations. Create and implement new procedures where required. EA Team Collaboration: Provide backup and support to fellow EA team members, including reception coverage 2-3 times per month and assistance with company-wide meetings. Contribute to additional administrative tasks and projects as needed. Employee Engagement Support: Documents, tracks and manages the employee engagement plan for the Operations Group (OG) division. Works with culture champions inside OG and across the firm to align to company values and initiatives. Required Skills & Qualifications Strong ability to maintain confidentiality and exercise sound judgment Experienced and highly proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) Excellent written and verbal communication skills Professional demeanor with strong interpersonal and phone etiquette Exceptional organizational skills and attention to detail, project management experience preferred Ability to manage multiple priorities in a fast-paced environment Demonstrated initiative, reliability, and adaptability Previous experience as an Executive Assistant supporting senior leadership Education & Experience High school diploma required Associate, or bachelor's, degree preferred Minimum of 2 years supporting executive leaders or high-growth teams in a dynamic, fast-paced environment 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). EEO 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. 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. #J-18808-Ljbffr