Keystone Advisors Overview
At Keystone Advisors we partner with top insurers to help clients find essential health coverage in 49 states. We provide individuals families and businesses with health dental vision options as well as Medicare options including Medicare Advantage Medicare Supplement Insurance and Prescription Drug Part D plans.
Not all plans are created equal and not all clients have the same needs either. We make sure that the right health plan suits our clients needs. Unlike agents selling and promoting a single plan Key Health Plans presents you with a wide range of plan options. We attend our meetings ready to discuss plans and benefits that suit our clients needs. We lay all options on the table and walk them through each health plan until we narrow it down to one that fits them and their pocket.
We are experts in the health insurance market and define our outstanding performance. Our team gives their best to match our clients needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades one thing remains the same: We are the key to finding the right health plan for you.
Job Purpose
The Personal Assistant provides high-level administrative and organizational support to executives or senior management enabling them to focus on strategic priorities. The PA manages schedules communications and tasks ensuring smooth operations and efficiency. This role requires discretion excellent organizational skills and the ability to anticipate needs and act proactively.
Duties and Responsibilities
Manage Executive Schedule: Organize and maintain calendars schedule meetings appointments and travel arrangements ensuring efficient time management.
Administrative Support: Prepare correspondence reports presentations and other documents as needed. Handle confidential and sensitive information with discretion.
Communication Management: Screen emails phone calls and messages; prioritize and respond appropriately or escalate when necessary.
Travel Coordination: Arrange domestic and international travel including flights accommodations transportation and itineraries.
Meeting Preparation and Follow-Up: Prepare agendas take notes or minutes and ensure follow-up on action items.
Personal Tasks Support: Assist with personal errands and requests as required helping maintain work-life balance for the executive.
Project Assistance: Support special projects by conducting research compiling data and managing deadlines.
Liaison Role: Act as a point of contact between the executive staff clients and external partners.
Office Organization: Maintain filing systems records and office supplies ensuring an organized workspace.
Other Duties: Perform ad hoc tasks or projects as assigned to support the executive or leadership team.
Qualifications
Proven experience as a Personal Assistant Executive Assistant or similar role.
Excellent organizational time management and multitasking skills.
Strong written and verbal communication skills.
Discretion and confidentiality in handling sensitive information.
Proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint).
Ability to work independently prioritize tasks and anticipate needs.
Professional demeanor flexibility and adaptability to changing priorities.
Bachelors degree preferred but not required.
Working Conditions
This is a dynamic full-time position requiring flexibility to work outside standard office hours including evenings weekends and on-call availability as needed.
The role requires occasional domestic and international travel.
There is no fixed schedule; hours and workdays may vary to meet the needs of the executive and business priorities.
Physical Requirements
Ability to sit for long periods.
Ability to stand bend and move as needed.
Use of computer keyboard and phones.
Ability to use hands and fingers effectively.
Ability to speak and hear clearly.
Required Experience:
Chief
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