Finance Executive Assistant & Paraplanner
Listed on 2026-10-18
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Finance & Banking
Finance Assistant, Office Administrator/ Coordinator -
Administrative/Clerical
Finance Assistant, Office Administrator/ Coordinator
Kestra Financial Independent Advisor is seeking a versatile Executive Assistant / Paraplanner for a hybrid role to support financial advisors and clients. You will help manage daily operations and provide high-level technical and administrative support including data gathering and client communications.
Responsibilities include paraplanning, estate/tax planning collaboration, compliance processing, CRM data entry, and coordinating client paperwork.
This posting is for the Finance Executive Assistant & Paraplanner role at Kestra Financial Independent Advisor, based in Washington, DC, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Washington, DC, United States.
This opportunity is part of our work in Finance, Marketing & Media.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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