Executive Assistant

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. We foster a collaborative, entrepreneurial culture while providing the scale, stability, and resources of a large enterprise. Our Technology organization plays a critical role in enabling innovation, scalability, and operational excellence across the firm.

The Senior Executive Assistant is a full-time, in-office role responsible for supporting senior technology leaders. This role is a trusted partner who enables leaders to operate at their highest impact by managing complex schedules, coordinating priorities, and ensuring seamless day-to-day operations. The ideal candidate is highly organized, proactive, discreet, and thrives in a fast-paced, technology-driven environment.

What You’ll Do

• Provide comprehensive administrative support to senior technology leaders, including calendar management, meeting coordination, correspondence, expense tracking, and travel arrangements.
• Serve as a key point of contact and liaison between executives, senior stakeholders, and external vendors.
• Coordinate and schedule meetings with vendors, internal partners, and senior stakeholders, including logistics, room setup, and catering as needed.
• Manage and maintain executive calendars, conference rooms, and meeting materials to ensure efficient use of time and resources.
• Support daily executive activities such as meetings, calls, and leadership forums, ensuring leaders are well-prepared and informed.
• Handle document management, including scanning, organizing, and maintaining records in accordance with company standards.
• Oversee office operations and logistics, including office equipment, supplies, and coordination with building and office management (e.g., access, internet, seating charts, workstations, and new-hire setup).
• Assist with special projects and initiatives across the Digital Technology organization.
• Coordinate team events, offsites, and leadership meetings to foster collaboration, engagement, and team culture.
• Participate as a member of the Executive Assistant team by coordinating office-wide events, providing front desk coverage when needed, and supporting EA vacation and coverage schedules.
• Maintain professionalism and confidentiality while exercising sound judgment and discretion in all interactions.

What You Bring

• Ability to maintain confidentiality and exercise discretion while supporting senior leaders.
• At least 3 years of experience serving as an Executive Assistant to senior leaders in a fast-paced environment.
• Strong proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational, time-management, and prioritization skills with strong attention to detail.
• Clear, professional, and effective communication skills—both written and verbal.
• Ability to follow written and verbal instructions while proactively anticipating needs.
• Professional phone and in-person demeanor, with a service-oriented mindset.
• A commitment to serving as a culture carrier for the Digital Technology team and Kestra as a whole, modeling professionalism, collaboration, and accountability.
• Commitment to professionalism, accountability, teamwork, and operational excellence.

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

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
• Tuition reimbursement for qualified expenses

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.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
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 prohibits any such discrimination or harassment.