Executive/Personal Assistant to the CEO (part-time)

The Position

We are recruiting for an Executive / Personal Assistant to the CEO to provide high-level administrative support with a strong emphasis in Finance. This individual should have excellent communication, customer service and multi-tasking skills. The position requires that you interact with management, employees and other professionals in an efficient and responsive manner.

The Role

As part of our team, your core responsibilities will be:

  • Maintain executive’s calendar by planning and scheduling meetings, conferences and teleconferences
  • Maintain executive’s contacts in Outlook.
  • Maintain in an orderly format important communication, correspondence and documents on the company secure network.
  • Coordinate and book travel arrangements for executive, employees and travel companions.
  • Assist with the approval process of expense reports, invoice payments and travel for other companies owned by executive.
  • Participate in the management of the customer appreciation program which includes Season Tickets, Client Promotional gifts and Holiday gifts.
  • Welcome guests and customers by greeting them, in person or on the phone; answering or directing inquires.
  • Maintains and protect confidential information.
  • Produce information by transcribing, formatting, inputting, editing, retrieving, copying and transmitting text and data.
  • Conserves executive’s time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information.
  • Assist with keeping track of credit card use. Preparing and maintaining a credit card log for personal and business expenses and coding monthly credit card statements.
  • Assist executive with personal and business tasks when called upon.

Key Requirements


  • High School Diploma or Equivalent
  • Writing Skills
  • Reporting Skills
  • Scheduling
  • Time Management
  • Travel Logistics
  • Verbal Communication
  • Facebook and LinkedIn Skills
  • Expertise in all major business software applications (Microsoft Office, etc.).
  • Task management skills; detail orientation and organizational skills
  • Ability to work well with other team members

You Deeply Identify with Odyssey Advisors Values:

  • Efficient & Speedy – you get work done in a fraction of the time as industry peers.
  • Intellectually Curious – you are thoughtful & inquisitive; people enjoy working with you because they learn from you.
  • Mission-Driven & Committed – you are passionate about the company’s purpose and are immensely productive.
  • Team Oriented – you celebrate and take joy in the success of others on the team.


  • Understanding of client business issues
  • Excellent oral and written communications skills; ability to communicate effectively
  • Demonstrate ability to develop relationships within/outside of the Actuarial practice
  • Must be a US Citizen or have US Work Authorization as we do not sponsor for any Visas

How to Apply

Please send a cover letter and resume to careers@odysseyadvisors.com for consideration.