Executive Assistant for Finance & Advisory Support

Kestra Financial, Inc.; Houston (TX); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

401(k) plan

Tuition reimbursement

Professional development

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking an experienced Administrative Assistant to support executives and a busy Houston office. You will manage calendars, schedule travel, coordinate meetings, and serve as a key liaison with vendors and building management.

You’ll oversee office operations, handle mail and records in SharePoint, assist with events and onboarding, manage subscriptions and service tickets, and support IT needs with proactive problem solving.

Qualifications

• Experience providing administrative support to executives.
• Experience supporting office operations or executives preferred.
• Proficiency with Microsoft Office Suite and collaboration tools.

Responsibilities

• Provide administrative support including calendar management and travel coordination.
• Manage vendor relationships including onboarding, renewals, and cancellations.
• Coordinate access, communications, insurance updates and compliance info with building management.
• Oversee office operations including supplies, catering and meeting logistics.
• Support IT and systems administration including subscriptions and equipment.
• Administer internal platforms like OnceHub and RingCentral.
• Process invoices and track subscription expenses; locate missing receipts.
• Handle mail and records; save documents in SharePoint.
• Assist with events, onboarding logistics and internal communications.
• Support leadership and staff with ad hoc needs.

Skills

Organizational skills

Time management

Attention to detail

Written and verbal communication

MS Office proficiency

CRM tools

Problem solving

Discretion

Executive support

Tools

SharePoint

OnceHub

RingCentral

MS Outlook

Job description

Kestra Financial, Inc. is seeking an experienced Administrative Assistant to support executives and a busy Houston office. You will manage calendars, schedule travel, coordinate meetings, and serve as a key liaison with vendors and building management.

You’ll oversee office operations, handle mail and records in SharePoint, assist with events and onboarding, manage subscriptions and service tickets, and support IT needs with proactive problem solving.