Strategic Assistant to the Executive Team

Kestra • Dallas, TX

1d

About The Position

We are seeking an experienced and highly organized C-Suite Executive Assistant to support a C-Suite Executive. Reporting directly to one of our C-Suite Executives, this role will provide administrative and strategic support ensuring smooth day-to-day operations while proactively managing priorities. The ideal candidate will be an autonomous, resourceful, detail-oriented, and a professional individual capable of handling confidential information with discretion and performing at the highest level in a fast-paced environment.

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.
• Adept at working independently and collaboratively in a fast-paced environment.
• Four year degree (preferably with a focus in business and/or finance)
• Proactive problem-solver with a high level of initiative.
• Flexible and adaptable to shifting priorities.
• Detail-oriented with excellent time management skills.
• 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.

Nice To Haves

• Experience coordinating events and managing projects is highly desirable.
• Masters degree in business and/or finance (preferred)

Responsibilities

• Provide comprehensive administrative and operational support to C-Suite Executive:
• Email Management: Manage, intercept, and delegate emails, ensuring timely responses and prioritization.
• Practifi (CRM) Attachments: Handle Practifi system tasks related to notices, emails, correspondence, etc.
• Phone Management: Manage incoming calls, prioritizing and handling them appropriately.
• Scheduling: Organize and coordinate meetings, one-on-ones with employees, and internal reviews.
• This individual will provide high-level administrative support while maintaining the utmost confidentiality, proactively anticipating needs, and fostering a highly responsive relationship in a fast-paced and dynamic environment.
• Serve as a reliable point of contact between all C-Suite Executives and their teams.
• Maintain confidentiality and handle sensitive information by exercising discretion and independent judgement.
• Proactively identify opportunities to optimize workflows and improve efficiency.
• Prioritize and manage multiple tasks with minimal supervision.
• Project coordination and responsibility for execution of Excel based projects.
• Coordination of internal and external resources for inclusion of investment related information in the firm newsletter, as needed.
• Assist with special projects and initiatives 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: Full-time
• Career Level: Senior