Kestra Financial

Independent RIA and broker/dealer services platform

Executive Assistant

Executive SupportConfirmed live in the last 24 hours

Full-timeSan Antonio, TX, USA$35k - $50kIn-person

About the Job

Requirements

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, including Word, Excel, PowerPoint, and Outlook, and familiarity with customer relationship management (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, schedule meetings, coordinate communications, and prepare correspondence and reports.
Assist with special projects.
Serve as a liaison between executives, clients, and internal teams to facilitate efficient workflow and maintain professionalism.

Executive Assistant

Kestra Financial Independent Advisor · San Antonio, United States · Full-time · Posted 2026-05-08

Salary: USD 35,000–50,000

Workplace: on_site

Department: Financial Services

Description

Mission Financial Planners, LLC is seeking a dedicated and proactive Executive Assistant to support our leadership team. The ideal candidate will be highly organized, detail-oriented, and capable of handling a variety of administrative tasks to ensure smooth daily operations.

Responsibilities include managing calendars, scheduling meetings, coordinating communications, preparing correspondence and reports, and assisting with special projects. The Executive Assistant will also serve as a liaison between executives, clients, and internal teams to facilitate efficient workflow and maintain professionalism.

This is an excellent opportunity to work in a dynamic financial advisory environment where your contributions will directly impact the success of our team.

Requirements

· 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.

Apply

Apply at Kestra Financial Independent Advisor

About the Company

Kestra Financial

Independent RIA and broker/dealer services platform

Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.

Company size: 201-500
Company stage: IPO
Headquarters: Austin, TX
Founded: 1996

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