Strategic Assistant to the Executive Team

Kestra Holdings; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Training and development opportunities

Job summary

Kestra Holdings is seeking a Strategic Assistant to the Executive Team in Dallas, Texas. The role includes providing comprehensive administrative support to C-Suite executives, managing emails, scheduling meetings, and handling sensitive information with discretion.

The ideal candidate will bring exceptional organizational abilities, experience in high-level administrative positions, and proficiency with tools like Microsoft Office Suite. The position offers competitive pay, 401(k), health insurance, and a collaborative work environment aimed at supporting professional growth.

Qualifications

• Experience as a C-Suite Executive Assistant or in a similar high-level role.
• Exceptional organizational and multitasking abilities required.
• Strong written and verbal communication skills essential.
• Ability to manage confidential information professionally.

Responsibilities

• Provide administrative and operational support to a C-Suite Executive.
• Manage email and phone calls, ensuring appropriate prioritization.
• Organize and coordinate meetings for the executive team.
• Identify opportunities to optimize workflows and improve efficiency.
• Coordinate events and manage projects as needed.

Skills

Organizational skills

Email management

Project coordination

Communication skills

Detail-oriented

Education

Bachelor's degree in business and/or finance

Master's degree in business and/or finance

Tools

Microsoft Office Suite

Email management systems

Scheduling tools

Job description

Strategic Assistant to the Executive Team

Job Description

We are seeking an experienced and highly organized C‑Suite Executive Assistant to support a C‑Suite Executive. Reporting directly to one of our C‑Suite Executives, this role will provide administrative and strategic support ensuring smooth day‑to‑day operations while proactively managing priorities. The ideal candidate will be an autonomous, resourceful, detail‑oriented, professional individual capable of handling confidential information with discretion and performing at the highest level in a fast‑paced environment.

What You’ll Do

• Provide comprehensive administrative and operational support to C‑Suite Executive
• Email Management: Manage, intercept, and delegate emails, ensuring timely responses and prioritization.
• Practifi (CRM) Attachments: Handle Practifi system tasks related to notices, emails, correspondence, etc.
• Phone Management: Manage incoming calls, prioritizing and handling them appropriately.
• Scheduling: Organize and coordinate meetings, one‑on‑ones with employees, and internal reviews.
• Provide high‑level administrative support while maintaining utmost confidentiality, proactively anticipating needs, and fostering a highly responsive relationship in a fast‑paced and dynamic environment.
• Serve as a reliable point of contact between all C‑Suite Executives and their teams.
• Maintain confidentiality and handle sensitive information by exercising discretion and independent judgement.
• Proactively identify opportunities to optimize workflows and improve efficiency.
• Prioritize and manage multiple tasks with minimal supervision.
• Project coordination and responsibility for execution of Excel‑based projects.
• Coordination of internal and external resources for inclusion of investment related information in the firm newsletter, as needed.
• Assist with special projects and initiatives as assigned.

What You Bring

• Proven experience as a C‑Suite Executive Assistant or in a similar high‑level administrative role.
• Exceptional organizational and multitasking abilities.
• Strong written and verbal communication skills.
• Proficiency in email management systems, scheduling tools, and Microsoft Office Suite.
• Ability to manage confidential information with the utmost professionalism.
• Adept at working independently and collaboratively in a fast‑paced environment.
• Experience coordinating events and managing projects is highly desirable.
• Four‑year degree (preferably with a focus in business and/or finance)
• Masters degree in business and/or finance (preferred)
• Proactive problem‑solver with a high level of initiative.
• Flexible and adaptable to shifting priorities.
• Detail‑oriented with excellent time‑management skills.

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

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.

Equal Employment Opportunity 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.