Executive Assistant

Kestra Financial Independent Advisor • San Antonio, TX

1d

About The Position

Mission Financial Planners, LLC is seeking a dedicated and proactive Executive Assistant to support our leadership team. The ideal candidate will be highly organized, detail-oriented, and capable of handling a variety of administrative tasks to ensure smooth daily operations. This is an excellent opportunity to work in a dynamic financial advisory environment where your contributions will directly impact the success of our team.

Requirements

• Proven experience as an Executive Assistant or in a similar administrative role, preferably within the financial services industry.
• Exceptional organizational and time management skills, with the ability to multitask effectively.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems.
• Discretion and confidentiality in handling sensitive information.
• Ability to work independently and collaboratively in a fast-paced environment.
• A professional demeanor and strong interpersonal skills.

Responsibilities

• Managing calendars
• Scheduling meetings
• Coordinating communications
• Preparing correspondence and reports
• Assisting with special projects
• Serving as a liaison between executives, clients, and internal teams to facilitate efficient workflow and maintain professionalism

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed