Operations Assistant

Lead with Purpose. Partner with Impact.

The Operations & Executive Assistant is responsible for supporting day-to-day operational workflows and providing direct administrative support to executive leadership. This role ensures internal processes run efficiently, tasks are completed accurately and on time, and leadership is supported with scheduling, documentation, and coordination. The position serves as a key liaison across departments to maintain workflow consistency, operational discipline, and organizational alignment.

What you’ll do

• Operational Support: Collaborates with President/COO to execute initiatives, manage project timelines, and ensure cross-functional deliverables.
• Technology & Compliance: Implements and maintains firm technology platforms (CRM, planning tools), updates workflows, compliance logs, and tracks licenses, CE credits, and designations.
• Communication & Coordination: Oversees internal communication, status tracking, and goal alignment; manages task queues and scheduling requests.
• Client Engagement: Maintains client gift log per compliance standards; coordinates ordering, packaging, and timely delivery of gifts and event items.
• Process Management: Assists with monthly and quarterly processes, meeting scheduling, calendar reminders, data cleanup projects, and client communications.
  
  

What You Bring

• Familiarity with operational processes in professional services or financial advisory environments.
• Understanding of CRM and document management systems (e.g., Salesforce, Egnyte).
• Working knowledge of financial services terminology and client service standards (preferred).
• Strong written and verbal communication skills for clear, professional correspondence.
• Highly organized with strong time management; able to handle multiple priorities.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Proactive problem-solving and ability to anticipate needs.
• Maintains confidentiality and discretion with sensitive information.
• Adaptable under changing priorities and calm under pressure.
• Effective collaborator across teams while working independently.
• Committed to professionalism, accuracy, and accountability.
  
  

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.