Senior Executive Administrative Assistant

ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.


About Kestra Holdings
Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. Our company fosters a collaborative, entrepreneurial culture while providing the resources and scale of a larger enterprise.
About The Role
The Senior Executive Administrative Assistant role is a full time in-office role responsible for supporting C-Suite Leaders of the firm. This includes all administration tasks, including managing calendars, appointments, correspondence, data management, tracking reports, expenses, and travel. Specific responsibilities can include client service administration, office equipment management, account maintenance and overall team support.
RESPONSIBILITIES:
• Answer and route telephone calls
• Monitors voicemail and inquiries through the website or social media, schedules initial and follow-up meetings and provides driving directions
• Maintain all office equipment and supplies
• Perform daily tasks and maintain duties as related to office activities and client meetings
• Update clients’ files as instructed
• Assist Executives on daily activities such as meetings, phone conferences & scheduling
• Scan all new client documents
• Coordinate and arrange all business travel
• Coordinate newsletter and mass mailings as needed
• Maintain office calendar and prepare Conference Room for all meetings.
• Be the Expert on Microsoft Office applications, and CRM systems
• Schedule and confirm appointments for existing clients
• Schedule and confirm vendor meetings and catering
• Serves as a liaison between the office, vendors and building management, coordinating a range of functions such as building access for staff, internet access, work equipment for new hires
• Assist with firm projects
SKILLS:
• Ability to maintain confidentiality and exercise discretion
• Proficiency in MS Outlook, MS Excel, MS Word and MS Power-point
• Ability to follow written and oral instructions
• Exhibit professional phone demeanor
• You must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
• Attention to detail
• Commitment to professionalism, accountability, customer focus, and teamwork
SUPERVISORY RESPONSIBILITIES:
• None
EDUCATION AND EXPERIENCE:
• High School diploma required.
• College degree and/or industry experience preferred.
• 2-5 years supporting C- Suite Leaders

CERTIFICATIONS:
There are no minimum securities industry registrations or software/technology certifications required. However, strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is preferred.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
OTHER DUTIES:
• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.
DISCLOSURE:
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• 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 prohib