Financial Advisory - Executive Assistant

Kestra Financial; 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

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.