Strategic Executive Assistant to Finance Leaders

Kestra; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Mission Financial Planners, LLC is seeking an Executive Assistant to support our leadership team and ensure smooth daily operations. The role requires highly organized, detail-oriented individuals who can handle a range of administrative tasks while maintaining professionalism.

You will manage calendars, schedule meetings, coordinate communications, prepare correspondence and reports, and assist with special projects.

Qualifications

• - Proven experience as an Executive Assistant or in a similar administrative role, preferably within the financial services industry.
• - Exceptional organizational and time management skills, with the ability to multitask effectively.
• - Excellent verbal and written communication abilities.
• - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems.
• - Discretion and confidentiality in handling sensitive information.
• - Ability to work independently and collaboratively in a fast-paced environment.
• - A professional demeanor and strong interpersonal skills.

Responsibilities

• Manage calendars and schedule meetings.
• Coordinate communications and prepare correspondence and reports.
• Assist with special projects.
• Liaise between executives, clients, and internal teams to facilitate workflow.

Skills

Executive support experience

Organizational skills

Time management

Communication skills

CRM familiarity

Microsoft Office

Discretion and confidentiality

Independence and collaboration

Interpersonal skills

Tools

Microsoft Office Suite

CRM systems

Job description

Mission Financial Planners, LLC is seeking an Executive Assistant to support our leadership team and ensure smooth daily operations. The role requires highly organized, detail-oriented individuals who can handle a range of administrative tasks while maintaining professionalism.

You will manage calendars, schedule meetings, coordinate communications, prepare correspondence and reports, and assist with special projects.