Executive Assistant
Equinox
Full time
Executive Assistant
Kestra Financial Independent AdvisorĀ· Financial Services
About this role
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.
Ā· Proven experience as an Executive Assistant or in a similar administrative role, preferably within the financial services industry.
Ā· Exceptional organizational and time management skills, with the ability to multitask effectively.
Ā· Excellent verbal and written communication abilities.
Ā· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems.
Ā· Discretion and confidentiality in handling sensitive information.
Ā· Ability to work independently and collaboratively in a fast-paced environment.
Ā· A professional demeanor and strong interpersonal skills.
Frequently Asked Questions
Is the salary disclosed for the Executive Assistant position at Kestra Financial Independent Advisor?
The salary for this Executive Assistant role at Kestra Financial Independent Advisor is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Executive Assistant position at Kestra Financial Independent Advisor located?
This Executive Assistant role at Kestra Financial Independent Advisor is based in San Antonio, Texas, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Executive Assistant role at Kestra Financial Independent Advisor full-time or part-time?
This is listed as a Full time position. It is posted as a Executive Assistant role in the Financial Services department at Kestra Financial Independent Advisor.
Which team or department does the Executive Assistant at Kestra Financial Independent Advisor belong to?
This Executive Assistant position is part of the Financial Services department at Kestra Financial Independent Advisor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Executive Assistant position at Kestra Financial Independent Advisor?
Click the "Apply Now" button on this page. You will be redirected to Kestra Financial Independent Advisor's official application portal hosted on workable where you can submit your application directly.
When was the Executive Assistant job at Kestra Financial Independent Advisor posted?
This Executive Assistant position at Kestra Financial Independent Advisor was posted on May 8, 2026. Apply as soon as possible ā early applications are often reviewed first.
Executive Assistant
Kestra Financial Independent Advisor
You'll be redirected to Kestra Financial Independent Advisor's official application page on workable.