Executive Assistant

Job Description

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Posted Monday, July 20, 2026 at 8:00 AM

The Senior Executive Administrative Assistant role is a full‑time in‑office position responsible for supporting senior leaders of the firm. Responsibilities include managing calendars, appointments, correspondence, data management, tracking reports, expenses, travel, client service administration, office equipment management, account maintenance, overall team support, and assistance on firm projects.

• Answer and route telephone calls.
• Monitor voicemail and inquiries through the website or social media, schedule initial and follow‑up meetings and provide driving directions.
• Maintain all office equipment and supplies.
• Perform daily tasks and maintain duties related to office activities and client meetings.
• Update clients’ files as instructed.
• Assist executives on daily activities such as meetings, phone conferences and scheduling.
• Scan all new client documents.
• Coordinate and arrange all business travel.
• Coordinate newsletter and mass mailings as needed.
• Maintain office calendar and prepare conference room for all meetings.
• Be the expert on Microsoft Office applications and CRM systems.
• Schedule and confirm appointments for existing clients.
• Schedule and confirm vendor meetings and catering.
• Serve as a liaison between the office, vendors and building management, coordinating functions such as building access for staff, internet access, and work equipment for new hires.
• Assist with firm projects.

• Ability to maintain confidentiality and exercise discretion.
• Proficiency in MS Outlook, MS Excel, MS Word and MS PowerPoint.
• Ability to follow written and oral instructions.
• Good organizational, efficiency and communication skills, both verbal and written.
• Commitment to professionalism, accountability, customer focus and teamwork.

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k), health insurance, and a comprehensive 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.

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.