Financial Advisory - Executive Assistant

We need to output HTML fragment with sections: About the role? The posting includes a description. We need to use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove internal application policy? That's maybe not boilerplate but it's internal policy; but it's not a required section? It's about internal applicants; maybe we can keep as part of description? It's not a standard heading; we could include under Requirements? But it's not a duty/requirement/benefit. It's more like eligibility. Might be considered boilerplate? It's not EEO but internal policy. Probably we should keep it as part of description? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." Internal application policy is not exactly those, but it's about internal applicants; maybe we keep it as a paragraph under Requirements? However it's not a duty/requirement/benefit. Could be considered part of "Requirements". But it's more like eligibility for internal applicants. Might be okay to keep as a

under Requirements. We need to include sections only when posting has real specific content. We have: - About the role: we have introductory paragraph: "Lead with Purpose. Partner with Impact. Curo Private Wealth, with offices in Reston, VA, Richmond, VA and Rockville, MD, is seeking an experienced Executive Assistant to provide high-level administrative and operational support to senior executives and the firm. If you thrive in a fast-paced environment and are highly organized and resourceful, this role could be for you! The Executive Assistant serves as a trusted partner to the firm’s leaders by managing email communication, coordinating complex calendars, arranging business travel and events, and preparing and managing expense reports. This role supports the leaders’ effectiveness by protecting time, facilitating communication, anticipating needs, maintaining confidentiality, and ensuring that commitments and follow-up items are completed accurately and on time. The Executive Assistant also works closely with team members, vendors, and other stakeholders to provide polished, responsive, and professional support. This is a remote part-time position." We can put that under About the role. - Responsibilities: The "What You'll Do:" section with bullet points grouped into categories: Executive Support and Calendar Management, Business Travel and Event Coordination, Expense Management and Administrative Operations, Communication and Relationship Management, Special Projects and Team Support. We can output as a

• for each duty? The instruction: Use
  • for any list of duties/requirements/benefits. So we need to list each duty as
  • . Could we keep subheadings? Probably not; we just list each duty as separate
  • . But we might lose grouping. However we can still include headings inside
  • ? Not typical. Better to output each duty as a
  • and maybe include the category as part of the text. Eg: "
  • Executive Support and Calendar Management: Manages the executive’s complex calendar, ..." That preserves info. We must not invent or summarize away detail. So we need to include all details from each bullet. Let's extract each bullet: Under "Executive Support and Calendar Management": - Manages the executive’s complex calendar, including scheduling, prioritizing, and coordinating internal and external meetings, appointments, and commitments. - Proactively resolves scheduling conflicts, protects time for high-priority work, and adjusts the calendar as priorities change. - Coordinates meeting logistics, including invitations, locations, virtual meeting links, materials, technology needs, and catering when applicable. - Prepares agendas, briefing materials, presentations, and other documents to ensure the executive is prepared for meetings and events. - Tracks commitments, decisions, and action items and follows up with appropriate parties to support timely completion. - Screens and prioritizes requests for the executive’s time and attention, using sound judgment and an understanding of firm priorities. Under "Business Travel and Event Coordination": - Plans and books domestic and international business travel, including air, rail, lodging, ground transportation, and other required arrangements. - Ensures the executive has confirmations, schedules, contact information, and supporting materials. - Monitors travel arrangements and responds promptly to delays, cancellations, and other itinerary changes. - Coordinates lunches/meetings with COIs and other external partners - Coordinates executive participation in conferences, client events, leadership meetings, team events, and other business functions. - Partners with internal team members and external vendors to manage event logistics, registrations, contracts, materials, and deadlines. Under "Expense Management and Administrative Operations": - Prepares, submits, and manages expense reports accurately and within required deadlines. - Reconciles receipts and transactions, identifies missing documentation, and resolves discrepancies in coordination with the executive and Kestra Accounts Payable. - Maintains organized records for travel, events, invoices, reimbursements, and business expenses. - Processes invoices, registrations, memberships, licensing and other executive-related administrative requests as assigned. Under "Communication and Relationship Management": - Serves as a professional and responsive point of contact for clients, vendors, and other stakeholders interacting with the executive. - Drafts, reviews, and coordinates correspondence and communications on behalf of the executive as appropriate. - Handles confidential, sensitive, and proprietary information with a high degree of discretion and professionalism. - Builds effective working relationships across the firm and communicates proactively to prevent delays or missed commitments. - Anticipates the executive’s needs and addresses routine matters independently while escalating issues appropriately. - Provides courteous, polished, and timely service consistent with the firm’s standards. Under "Special Projects and Team Support": - Supports strategic and operational projects sponsored by the executive by coordinating meetings, organizing information, tracking deadlines, and preparing status updates. - Conducts research and compiles information to support executive decision-making and planning. - Coordinates with other administrative and operational team members to ensure seamless coverage and execution of firm priorities. - Assists with office, team, and client events as needed. - Performs other executive support and administrative duties as assigned. Then "Measures of Success" maybe could be considered as part of Responsibilities? It's more like performance metrics. Could be its own section? Not in allowed headings list. Could be included under Responsibilities as extra bullets. But we could also create a section "Performance Metrics"? Not allowed. Probably we should incorporate into Responsibilities as additional bullets. Now "What You Bring:" includes qualifications/requirements/skills. We need to separate into Requirements, Qualifications, Skills maybe. The instruction: Use headings for those categories if content exists. We have: - Minimum of 5 years of Executive Assistant or senior-level administrative support experience, including experience supporting a senior executive. - Demonstrated experience managing complex calendars, coordinating business travel and events, and preparing expense reports. - Advanced calendar management, scheduling, and meeting coordination skills. - Demonstrated experience booking complex business travel and coordinating business events. - Experience preparing, reconciling, and managing expense reports. - Proficiency with Microsoft 365, including Outlook. - Exceptional organizational, project management, and time management skills. - Excellent written and verbal communication skills, including strong proofreading and business writing abilities. - High degree of discretion, professionalism, integrity, and sound judgment. - Ability to anticipate needs, work independently, and make appropriate decisions with limited direction. - Ability to manage multiple priorities and deadlines in a fast-paced, changing environment. - Detail-oriented approach with a high level of accuracy and follow-through. - Strong interpersonal and client service skills. - Ability to learn and use the firm’s technology, systems, and administrative processes. Also note: "Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice." This is a disclaimer; could be considered boilerplate? It's not EEO but it's a generic disclaimer. Might be considered legal boilerplate; we should remove? The instruction says remove legal/EEO/equal-opportunity/scam-warning boilerplate. This is a disclaimer about duties may change; could be considered legal. Safer to remove. Now "Compensation: Hourly range for new hires is generally $25.00 per hour for Reston, VA, Richmond, VA and Rockville, MD." That's Pay info. So we need a Pay section with that. "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." This is eligibility; could be part of Requirements? Might be considered internal policy; we could keep as a paragraph under Requirements. "Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses" We need to parse benefits: It seems jumbled: "Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses" We need to extract list items: Competitive pay and benefits with a large employer (over 1600 employees nationwide) - maybe that's a phrase. Then 401(k), health insurance, and a competitive benefits package (some redundancy). Then Work in a supportive, collaborative environment committed to professional excellence. Then Help clients navigate meaningful financial decisions with confidence. Then Opportunities for training, development, and long-term growth within the firm. Then Tuition reimbursement for qualified expenses. We should make each as
  • under Benefits. Also note there is a duplicated phrase "competitive benefits package". We'll keep as is. Now "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." This includes application instructions and links; we should remove application instructions and boilerplate. So remove "Apply Today", "Apply now and help shape the future of Kestra." Also remove URLs? Probably remove as they are application instructions. Also remove "Explore Life at Kestra". Also remove "Kestra Holdings Website:", etc. Also remove "Kestra Values:" maybe we can keep as part of About the role? It's values; could be considered boilerplate? Not EEO but it's company values; maybe we can keep as a paragraph under About the role? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Values are not those; we could keep. But the section includes URLs and "Apply Today". We'll strip those. Now "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