Strategic Assistant to the Executive Team

Kestra•Dallas, TX

120d

About The Position

Kestra is seeking an experienced, highly organized C-Suite Executive Assistant to support a C-Suite Executive. Reporting directly to one of the C-Suite Executives, this role provides administrative, operational, and strategic support to ensure smooth day-to-day operations and proactively manage priorities. The successful candidate will be autonomous, resourceful, detail-oriented, and professional, able to handle confidential information with discretion and perform effectively in a fast-paced environment. The position serves as a reliable point of contact between C-Suite Executives and their teams. It requires anticipating needs, maintaining confidentiality, exercising independent judgment, optimizing workflows, and managing multiple priorities with minimal supervision. The role also coordinates projects and resources, including Excel-based projects and investment-related information for the firm newsletter, and supports special projects as assigned.

Requirements

Proven experience as a C-Suite Executive Assistant or in a similar high-level administrative role.
Exceptional organizational and multitasking abilities.
Strong written and verbal communication skills.
Proficiency in email management systems, scheduling tools, and Microsoft Office Suite.
Ability to manage confidential information with the utmost professionalism.
Ability to work independently and collaboratively in a fast-paced environment.
Four-year degree, preferably focused in business and/or finance.
Proactive problem-solving skills and a high level of initiative.
Flexibility and adaptability to shifting priorities.
Attention to detail and excellent time-management skills.
For internal applicants: good standing and at least one year of service with Kestra; at least one year in the current role unless approved by an EVP.

Nice To Haves

Experience coordinating events and managing projects.
Master's degree in business and/or finance.

Responsibilities

Provide comprehensive administrative and operational support to a C-Suite Executive.
Manage, intercept, and delegate emails, ensuring timely responses and prioritization.
Handle Practifi CRM tasks related to notices, emails, correspondence, and similar items.
Manage incoming calls, prioritizing and handling them appropriately.
Organize and coordinate meetings, employee one-on-ones, and internal reviews.
Serve as a reliable point of contact between C-Suite Executives and their teams.
Maintain confidentiality and handle sensitive information with discretion and independent judgment.
Identify opportunities to optimize workflows and improve efficiency.
Prioritize and manage multiple tasks with minimal supervision.
Coordinate projects and execute Excel-based projects.
Coordinate internal and external resources to include investment-related information in the firm newsletter as needed.
Assist with special projects and initiatives as assigned.