Financial Advisory - Executive Assistant

Bluespring Wealth; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Tuition reimbursement

Job summary

Kestra Holdings is seeking an Administrative Assistant to support executives and the Houston office. You will manage calendars, travel, vendor relations, and office operations, ensuring smooth daily functions and confidential handling of information.

Ideal candidates bring strong organizational skills, attention to detail, and proficiency with Microsoft Office and common business systems. Experience supporting leaders or managing busy offices is preferred.

Qualifications

• Experience supporting executives or managing busy offices.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office and business systems.

Responsibilities

• Provide calendar management, appointment scheduling, and travel coordination.
• Manage vendor relationships, onboarding, renewals, and cancellations.
• Coordinate office operations, supplies, catering, and meeting logistics.
• Support IT and systems tasks, manage subscriptions, and assist with troubleshooting.
• Handle mail, records, SharePoint saving, and onboarding logistics.
• Assist with events, internal communications, and leadership support.

Skills

Calendar management

Vendor management

Office administration

Travel coordination

Communication

Education

Bachelor's degree preferred

Tools

SharePoint

OnceHub

RingCentral

CRM tools

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Lead with Purpose. Partner with Impact.

What you’ll Do:

• Provide comprehensive administrative support, including calendar management, appointment scheduling, and travel coordination
• Manage vendor relationships, including onboarding, rate comparisons, renewals, and cancellations
• Serve as liaison between building management and the firm, coordinating access, communications, insurance updates, and compliance-related information
• Oversee office operations, including supply tracking and ordering (office supplies, groceries, mailing materials) and coordinating meeting logistics such as catering and accommodations
• Support technology and systems administration, including managing subscriptions, maintaining equipment (mailing machines, printers, etc.), coordinating service requests, and assisting with general troubleshooting
• Administer internal platforms and tools such as OnceHub and RingCentral, including scheduling management, updates, and troubleshooting coordination
• Track and process administrative financial items, including forwarding invoices, managing subscription expenses, logging service tickets, and locating missing receipts
• Handle incoming and outgoing mail, maintain records (e.g., gift logs, device logs, shred certificates), and ensure documents are properly saved in SharePoint
• Assist with firm events and employee support tasks, including onboarding logistics, gift coordination, and internal communications
• Support leadership and staff with additional administrative, operational, and IT needs as they arise

What You Bring:

• Strong organizational and time management skills with the ability to multitask and prioritize effectively
• High level of attention to detail and follow-through
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite and familiarity with business systems (e.g., scheduling platforms, CRM tools)
• Ability to solve problems independently and proactively address operational needs
• Professional discretion when handling confidential information
• Experience supporting executives or managing office operations preferred

Physical Demand

• Sitting and utilizing a computer for long periods of time
• Ability to travel to and from work unassisted
• Able to lift up to 50 pounds

Internal Application Policy:

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.

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• 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.