Executive Assistant

San Antonioonsite

Posted 5mo ago · via Workable

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.…

Read the full description on Kestra Financial Independent Advisor's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in San Antonio. We weight your proximity and willingness to relocate.

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