Strategic Executive Assistant

Bluespring Wealth Partners, LLC; Dallas (TX); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Job summary

Kestra Financial, Inc. seeks an experienced Strategic Assistant to support the C-Suite Executive.

This role provides administrative and strategic support, handling confidential information with discretion while ensuring smooth day-to-day operations in a fast-paced environment. The ideal candidate is autonomous, highly organized, and capable of managing multiple priorities with minimal supervision, including coordinating projects and Excel-based tasks.

Qualifications

• Proven experience as a C-Suite Executive Assistant or in a similar high-level administrative role.
• Four year degree (business/finance preferred).
• Masters degree in business/finance preferred.

Responsibilities

• Provide administrative and operational support to a C-Suite Executive.
• Manage emails, delegate and prioritize responses.
• Coordinate scheduling and meetings, including one-on-ones and internal reviews.
• Handle confidential information with discretion and independent judgement.
• Coordinate projects and Excel-based initiatives.
• Assist with internal/external communications and newsletters as needed.

Skills

C-Suite Executive Assistant experience

Exceptional organizational skills

Multitasking abilities

Strong written and verbal komunikasi

Discretion and confidentiality

Education

Four year degree

Masters degree preferred

Tools

Practifi CRM

Microsoft Office Suite

Job description

Kestra Financial, Inc. seeks an experienced Strategic Assistant to support the C-Suite Executive.

This role provides administrative and strategic support, handling confidential information with discretion while ensuring smooth day-to-day operations in a fast-paced environment. The ideal candidate is autonomous, highly organized, and capable of managing multiple priorities with minimal supervision, including coordinating projects and Excel-based tasks.