Strategic Executive Assistant to the C‑Suite

Bluespring Wealth Partners

Dallas (TX)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Competitive pay and benefits
401(k) and health insurance
Growth opportunities

Job summary

Kestra Financial seeks an experienced C‑Suite Executive Assistant to provide discreet, strategic administrative support to a C‑Suite leader. You will manage emails, calendars, communications, and critical projects, aligning with firm priorities and compliance standards.

Ideal candidates will have a four-year degree, an advanced degree preferred, and a proven ability to work independently in a fast‑paced environment while coordinating cross‑functional teams and safeguarding confidential

Qualifications

  • Four-year degree required.
  • Master’s degree preferred.
  • Experience in high-level administrative roles.
  • Ability to handle confidential information.

Responsibilities

  • Provide comprehensive administrative support to the C‑Suite Executive.
  • Manage emails, delegate and prioritize responses.
  • Handle Practifi CRM attachments and related tasks.
  • Manage incoming calls and scheduling of meetings.
  • Coordinate internal and external resources for projects.
  • Maintain confidentiality and exercise discretion.
  • Identify opportunities to optimize workflows.

Job description

Kestra Financial seeks an experienced C‑Suite Executive Assistant to provide discreet, strategic administrative support to a C‑Suite leader. You will manage emails, calendars, communications, and critical projects, aligning with firm priorities and compliance standards.

Ideal candidates will have a four-year degree, an advanced degree preferred, and a proven ability to work independently in a fast‑paced environment while coordinating cross‑functional teams and safeguarding confidential

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