Financial Advisory - Administrative Assistant

Kestra • Lincolnshire, IL

2d

About The Position

As the Administrative Assistant, you will report to the Director of Operations. This role involves supporting firm members with administrative tasks, managing records, and assisting clients in navigating financial decisions. The position offers opportunities for training, development, and long-term growth within the firm, aligning with Kestra's mission of powering financial independence.

Requirements

• Microsoft Office Suite – Basic Word and Excel
• High School Student or College Student required.
• 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.

Responsibilities

• Mail invitations, greeting cards, reports, newsletters, etc.
• Scan and file paperwork to SharePoint.
• Maintain records and filing systems.
• Work with Firm members to complete needed administrative tasks.
• Other administrative tasks as assigned.

Benefits

• 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

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees