Executive / Personal Assistant to the CEO (Part-Time)


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.


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.



  • 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

Apply Now:

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