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Added 10 days ago
Administrative Assistant - Bundza Wealth
Kestra Financial Independent Advisor
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Added 17 days ago
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Kestra Financial Independent Advisor
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Kestra Financial Independent Advisor
San Antonio, TX
Added 17 days ago
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Paraplanner for Mission Financial Planners, LLC
Kestra Financial Independent Advisor
San Antonio, TX
Added 17 days ago
KF
Associate Financial Advisor
Kestra Financial Independent Advisor
Hartford, CT
- $48,000 USD / year

Kestra Financial Independent Advisor

Executive Assistant

San Antonio, TX, United States

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Job details

Posting language: English
Posted: May 8, 2026

Original 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.

· 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.

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More about this job

Skills

Workflow
Time management
Multitask
Communication skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Confidentiality
Work independently
Interpersonal skills

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