Financial Advisory - Executive Assistant

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove internal application policy? That might be considered boilerplate? It's internal application policy; maybe we keep? 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 could be considered application instructions? Might be borderline. Safer to remove internal application policy as it's about applying. Also remove "Disclosure" etc. Also remove "Lead with Purpose..." intro? That's maybe part of description but not a heading. We can keep as prose under About the role? The posting starts with "Lead with Purpose. Partner with Impact. The Executive Assistant is a highly organized..." That's description. We'll put that under

About the role

as a

. Responsibilities: bullet list from "What you’ll Do:" lines. Requirements/Qualifications/Skills: The posting has "What You Bring:" which includes skills and qualifications. We need to split into appropriate sections. We have headings: Requirements, Qualifications, Skills. We need to decide where each piece goes. The content: Strong organizational and time management skills..., High level of attention to detail..., Excellent written and verbal communication skills, Proficiency with Microsoft Office Suite..., Ability to solve problems..., Professional discretion..., Experience supporting executives..., Physical Demand... (that's maybe Requirements? but physical demand is not typical; but we could include under Requirements? However we should not create sections with filler. Physical Demand is specific content; we could include under Requirements or maybe a separate section? There's no heading for Physical Demand in allowed list, but we could put under Requirements as a paragraph. However we must not invent sections not in list. So we can include physical demand details in Requirements section as a

or

. The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can only use those headings. We'll map content accordingly. We have Benefits: there is a bullet list "Benefits to support you:" with items. So we will create

Benefits

with
. Pay and Schedule: Not mentioned specifically; there is "Competitive pay and benefits" but no specific pay amount or schedule. We should not create Pay or Schedule sections unless posting actually states them. It mentions "Competitive pay and benefits" but not specific pay. That's vague; we should not create Pay section because it's not specific. Similarly schedule not mentioned. So we omit Pay and Schedule. Qualifications: Could include experience supporting executives or managing office operations preferred. Also maybe "Experience supporting executives or managing office operations preferred" is a qualification. Also maybe "Ability to travel to and from work unassisted" etc? That's physical demand. We'll decide. We need to avoid duplication. Let's extract sections: About the role: first paragraph(s) up to "What you’ll Do:" maybe. Responsibilities: bullet list after "What you’ll Do:" until "What You Bring:" (excluding that heading). What You Bring: includes skills, qualifications, physical demand, experience preference. We need to split into Requirements, Qualifications, Skills. Let's interpret: - Requirements: maybe mandatory requirements: Strong organizational and time management skills, High level of attention to detail, Excellent written and verbal communication skills, Proficiency with Microsoft Office Suite and familiarity with business systems, Ability to solve problems independently and proactively address operational needs, Professional discretion when handling confidential information. - Qualifications: Experience supporting executives or managing office operations preferred (maybe preferred qualification). Also maybe "Ability to travel to and from work unassisted" and "Able to lift up to 50 pounds" are physical requirements; could be under Requirements as well. But we need to avoid duplication. - Skills: maybe proficiency with specific tools: OnceHub, RingCentral, managing subscriptions, maintaining equipment, etc. But those are in responsibilities. Actually "Administer internal platforms and tools such as OnceHub and RingCentral" is a responsibility. So skills could be "Proficiency with Microsoft Office Suite and familiarity with business systems (e.g., scheduling platforms, CRM tools)" which is already in What You Bring. That could be Skills. We need to ensure we don't lose any substantive info. Let's list all substantive bullet points from What you’ll Do: - Provide comprehensive administrative support, including calendar management, appointment scheduling, and travel coordination - Manage vendor relationships, including onboarding, rate comparisons, renewals, and cancellations - Serve as liaison between building management and the firm, coordinating access, communications, insurance updates, and compliance-related information - Oversee office operations, including supply tracking and ordering (office supplies, groceries, mailing materials) and coordinating meeting logistics such as catering and accommodations - Support technology and systems administration, including managing subscriptions, maintaining equipment (mailing machines, printers, etc.), coordinating service requests, and assisting with general troubleshooting - Administer internal platforms and tools such as OnceHub and RingCentral, including scheduling management, updates, and troubleshooting coordination - Track and process administrative financial items, including forwarding invoices, managing subscription expenses, logging service tickets, and locating missing receipts - Handle incoming and outgoing mail, maintain records (e.g., gift logs, device logs, shred certificates), and ensure documents are properly saved in SharePoint - Assist with firm events and employee support tasks, including onboarding logistics, gift coordination, and internal communications - Support leadership and staff with additional administrative, operational, and IT needs as they arise What You Bring bullet points (as sentences): - Strong organizational and time management skills with the ability to multitask and prioritize effectively - High level of attention to detail and follow-through - Excellent written and verbal communication skills - Proficiency with Microsoft Office Suite and familiarity with business systems (e.g., scheduling platforms, CRM tools) - Ability to solve problems independently and proactively address operational needs - Professional discretion when handling confidential information - Experience supporting executives or managing office operations preferred - Physical Demand The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. - Sitting and utilizing a computer for long periods of time - Ability to travel to and from work unassisted - Able to lift up to 50 pounds Benefits to support you bullet points: - 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 Also there is Kestra Values etc but that's likely boilerplate? It's not explicitly listed as boilerplate to remove, but it's more about company values; could be considered part of About the role? Might be okay to keep as a paragraph under About the role? However it's not directly about the role; but it's substantive info about company. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." Values section is not those; we could keep it. But we need to avoid creating sections with filler. We could include a short paragraph under About the role after the initial description. Also there is "Explore Life at Kestra Kestra Holdings Website: ... Careers Portal: ... LinkedIn: ..." That's likely navigation/link boilerplate; we should remove. Also "Apply Today Lead with purpose. Apply now and help shape the future of Kestra." That's application instruction; remove. Also "Disclosure By applying..." that's legal boilerplate; remove. Thus final HTML will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. We need to decide what goes into Requirements vs Qualifications vs Skills. Let's map: Requirements (mandatory): - Strong organizational and time management skills with the ability to multitask and prioritize effectively - High level of attention to detail and follow-through - Excellent written and verbal communication skills - Proficiency with Microsoft Office Suite and familiarity with business systems (e.g., scheduling platforms, CRM tools) - Ability to solve problems independently and proactively address operational needs - Professional discretion when handling confidential information Qualifications (preferred/experience): - Experience supporting executives or managing office operations preferred Skills (maybe technical/tool-specific): - Experience with OnceHub and RingCentral (administer internal platforms) - Managing subscriptions, maintaining equipment (mailing machines, printers, etc.) - Coordinating service requests, assisting with general troubleshooting - Tracking and processing administrative financial items (forwarding invoices, managing subscription expenses, logging service tickets, locating missing receipts) - Handling incoming and outgoing mail, maintaining records (gift logs, device logs, shred certificates), ensuring documents saved in SharePoint - Assisting with firm events and employee support tasks (onboarding logistics, gift coordination, internal communications) - Supporting leadership and staff with additional administrative, operational, and IT needs But many of those are responsibilities; but we could still list them under Skills as they represent skills needed. However we risk duplication. Perhaps better to put those under Responsibilities only, and keep Skills limited to what is explicitly listed as skills in What You Bring besides the ones we already used. The What You Bring includes proficiency with Microsoft Office Suite etc (we used that in Requirements). It also includes ability to solve problems etc (we used). It also includes professional discretion (we used). It also includes experience supporting executives (we used as Qualification). It also includes physical demand (we could put under Requirements as well). So Skills may be empty; we could omit Skills section if no specific content left. But we need to ensure we don't lose substantive info like "Experience with OnceHub and RingCentral" etc. Those are in Responsibilities; we already captured them there. So we can omit Skills section. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits. Check if any content left unused: Physical demand details (sitting, travel, lift 50 lbs) we haven't placed yet. We could add them under Requirements as a bullet list or paragraph. Let's add under Requirements. Also "Reasonable accommodation may be made..." is part of physical demand statement; we can include. Now Benefits: we have list. Now ensure we don't include any boilerplate like "Kestra Values: Our Mission is Powering Financial Independence..." That's not explicitly boilerplate but could be considered company description; we could include under About the role as a paragraph. However it's not directly about the role but still substantive. I'd include it as a paragraph under About the role after the initial description. Also "Explore Life at Kestra..." etc we remove. Now craft HTML. We'll start with

About the role

...

Then

Responsibilities

• ... each bullet. Then

  Requirements

  • ... include the skills and physical demand. Then

    Qualifications

    • ... experience supporting executives or managing office operations preferred. Then

      Benefits

      • ... benefits list. Make sure not to repeat any content. Let's write the About the role paragraph: Combine first sentences: "Lead with Purpose. Partner with Impact. The Executive Assistant is a highly organized and proactive professional responsible for supporting day-to-day administrative and operational needs of the firm. This role serves as a central point of