Executive Assistant

Kestra Financial

San Antonio, TXJobPosted 5mo agoSeen in employer's feed 2 days ago

San Antonio, TXJobNo compensation foundPosted 5mo agoSeen in employer's feed 2 days ago

Evaluate my fit

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this. New roles like this one near San Antonio, TX, by email.

Don't just apply. Show up ready.

Olive works from this exact posting.

Evaluate your fitSee where you stand — strengths, gaps, and what to fix first.
Tailor your résuméRewritten against this posting, every reworded bullet shown before and after.
Practice the interviewA voice mock interview built from this job description.

Evaluate your fitSee where you stand — strengths, gaps, and what to fix first.Get started →Tailor your résuméRewritten against this posting, every reworded bullet shown before and after.Get started →Practice the interviewA voice mock interview built from this job description.Get started →

At a glance

Compensation

No compensation found

Location

San Antonio, TX

Work Authorization

Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

Kestra Financial is hiring an Executive Assistant. The Executive Assistant will support the leadership team at Mission Financial Planners, LLC, ensuring smooth daily operations through highly organized and detail-oriented administrative tasks. This role involves managing calendars, scheduling meetings, coordinating communications, and preparing reports. The Executive Assistant will also act as a liaison between executives, clients, and internal teams, contributing directly to the success of the financial advisory environment.

Key focus areas include Manage calendars for the leadership team, Schedule meetings and appointments, and Coordinate communications effectively.

Successful candidates bring Executive Assistant Experience. Important skills include Organizational Skills, Time Management, Multitasking, Communication, Microsoft Office Suite, and Microsoft Word.

Skills & qualifications

RequiredNice to have

Skills

Organizational SkillsTime ManagementMultitaskingCommunicationMicrosoft Office SuiteMicrosoft WordExcelPowerPointOutlookCRM SystemsDiscretionConfidentialityWorking IndependentlyCollaborationProfessional DemeanorInterpersonal Skills

Qualifications

Experience as Executive Assistant or Similar Administrative RoleExperience in Financial Services Industry

Full job 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.

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.

Evaluate my fit