Executive Assistant

Position
Summary

The
Executive Assistant provides high-level administrative, project management, and
operational support to Kennedy Financial Group’s (“KFG”) President, ensuring
seamless execution of meetings, communications, and firm priorities. This role
proactively manages calendars, inboxes, reporting, and follow-through while
coordinating strategic initiatives, marketing execution, and team logistics to
protect leadership focus and drive accountability. The Executive Assistant
embodies a service-minded, detail-oriented approach that simplifies complexity,
anticipates needs, and supports exceptional client and team experiences.

Duties
& Responsibilities

• Build
  agendas, collect updates in advance, and facilitate the Weekly Team Meeting and
  Wealth Advisor Meeting to keep discussions on track and drive clear next steps.
  
• Own
  data collection and reporting for KFG scorecard and dashboard tracking.
  
• Gather
  updates from team members on quarterly rocks and progress toward the One Page
  Business Plan.
  

• Manage
  President’s calendar and scheduling for professional and personal meetings,
  including clients, prospects, centers of influence, and networking commitments.
  
• Manage
  President’s email inbox with strong judgment: draft and respond where
  appropriate, triage and route items to the right owner, and track follow-ups
  through completion.
  
• Help
  ensure follow-through by routing key Slack messages to the appropriate owner
  and confirming next steps are captured.
  
• Set
  out-of-office messaging on email and phone as needed.
  

• Serve
  as project manager for special team initiatives by coordinating timelines,
  owners, check-ins, and deliverables.
  
• Coordinate
  logistics for team strategy meetings and outings.
  
• Book
  and coordinate conference travel, including researching options and pricing.
  
• Handle
  personal administrative requests (reservations, appointments, etc.).
  
• Process
  and distribute incoming mail daily in line with firm procedures.
  
• Compile
  and deliver weekly scorecard numbers ahead of the Wealth Advisor meeting.
  
• Own
  the organization of major firm tools like Notion and Dropbox.
  

• Work
  with KFG leadership on firm marketing strategy and execute the related action
  items.
  
• Coordinate
  with outside vendors like designers and marketing specialists to help implement
  strategy.
  
• Own
  the weekly newsletter process end-to-end: gather input, edit for clarity and
  tone, coordinate compliance submission, and build and schedule distribution.
  
• Coordinate
  KFG firm events like client appreciation events, workshops, seminars, and other
  ongoing events throughout the year.
  
• Lead
  a regular marketing strategy meeting with the President and Vice President.
  

• Embodies
  KFG’s 6 Core Values of:
  1.        Extreme
  Client Care
  2.        No
  Excuses
  3.        Challenge
  the Status Quo
  4.        Make
  the Complex Simple
  5.        Team
  Before Self
  6.        Go
  the Extra Mile
  
• Comfortable
  learning new technology and tools
  
• Proactively
  anticipates needs and looks for opportunities to support others
  
• Comfortable
  holding others accountable respectfully and bringing new ideas
  
• Self-directed;
  does not wait for instructions
  
• Service
  mindset with extreme care for clients and team members
  

• Strong project
  management skills with the ability to keep project momentum and stay on
  schedule through strategic planning, and effective handling of multiple tasks,
  priorities, and projects simultaneously
  
• Able to ensure
  tasks and projects are handled effectively and on time without dropped hand offs or missed deadlines
  
• Skillful team
  coordinator who protects the advisor team’s time and focus through proactive
  planning, communication, and follow-through
  
• Ability to
  communicate clearly and proactively with professional tone and demeanor both in
  person and in writing; consistently closes communication loops without being
  asked
  
• Handles sensitive
  information with discretion
  
• Ability to follow
  detailed procedures and instructions
  
• Ability to remain
  focused and organized in a fast-paced environment with changing priorities
  
• Professional written
  or verbal communication and prioritizes responsiveness
  
• Ability to
  exercise sound judgment and escalate issues appropriately
  
• Ability to work
  independently while following supervisory direction
  

 Education and Experience

• High school
  diploma or equivalent required
  
• 1 to 3 years’
  experience in project management, KPI/scorecard management, and reporting
  preparation preferred
  
• 1 to 3 years’
  experience in executive-level administrative support, executive scheduling, and
  coordinating domestic business travel preferred
  
• Ability to meet LPL
  Background Check requirements for financial employees (fingerprinting, employment
  verification, educational history, criminal records, and credit history)
  
• Must sign a
  Confidentiality/Non-Disclosure Agreement
  

 Physical Requirements

• Ability to sit for extended periods at a desk analyzing data or
  using a computer.
  
• Constant use of hands, fingers, and eyes for typing, using a
  mouse, and looking at monitors.
  
• Frequent lifting or carrying 10–20 lbs, up to 30 lbs for
  occasional office materials.
  
• Reaching, bending, stooping, standing, and walking to office
  files or machines
  
• Talking and hearing for in-person or online meetings and phone calls.
  
• The environment is primarily a professional office setting
  with quiet to moderate noise.
  
• Occasional travel for business errands, events coordination, and local business
  needs.  
  

 Reasonable accommodation
may be made to enable individuals with disabilities to perform the essential
functions.

Benefits

• Remote Work on Fridays (in-office work Monday through Thursday)
  
• Paid Time Off
  
• Paid Holidays
  
• Paid Sick Time
  

• Medical 
  
• Dental
  
• Vision
  
• Long Term Disability
  
• Short Term Disability
  
• Life