Strategic Assistant to Executive Team

C-Suite Executive Assistant

Lead with Purpose. Partner with Impact.

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.

• 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.

• 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.
• Experience coordinating events and managing projects is highly desirable.
• Four year degree (preferably with a focus in business and/or finance)
• Masters degree in business and/or finance (preferred)
• Proactive problem-solver with a high level of initiative.
• Flexible and adaptable to shifting priorities.
• Detail-oriented with excellent time management skills.

Benefits to support you:

• 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

Kestra 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.