Senior Administrative Assistant - Wealth Management

 

Location Designation: Hybrid - 3 days per week 

 

 

Role Overview:

 

The Senior Administrative Assistant will provide comprehensive administrative support to the Department Head and his team, as well as assist with departmental engagement initiatives and other administrative duties as needed. This role requires excellent organizational and communications skills, strong attention to detail, discretion in handling confidential information, well developed customer service acumen and the ability to multitask and meet demanding deadlines.

 

What You'll Do:

 

• • Coordinate and schedule meetings, arrange video conferences, prepare meeting materials, and assist with the day-to-day operations
  • Liaise within the department, across the organization, and with external partners, customers, and vendors
  • Assist with travel arrangements and related expense reporting for the department
  • Responsible for managing department orders and reconciling and submitting timely and accurate expense reports as the departmental P-card owner
  • Assist with onboarding new employees to the Department
  • Directs inquiries and follow ups with the appropriate parties to assure timely and thorough resolution
  • Point of contact for general facility issues and handle other administrative duties and special projects as assigned
  • Organize and coordinate events and all logistics for large group meetings

 

What You'll Bring:

 

• • Bachelor’s Degree preferred
  • Minimum of 5 years of administrative experience supporting senior level executives in a corporate environment
  • Previous experience in Financial Services is preferred
  • Strong organizational and problem-solving skills
  • Exceptional written and verbal communication skills with the demonstrated ability to work with all levels within the organization, including the C-suite
  • High attention to detail as well as discreet in handling confidential information
  • Ability to multi-task and set priorities; flexibility in a fast-paced corporate environment
  • Strong proficiency with Word, Excel, PowerPoint, Outlook, Teams, Zoom, and Concur
  • A positive attitude and professional demeanor

 

The Business unit that you will be joining:

Wealth Management is comprised of NYLIFE Securities, a Registered Broker/Dealer and   Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiaries of New York Life Insurance Company. As part of New York Life’s Wealth Management division, Both NYLIFE Securities and Eagle Strategies have a long history and passion for career development, innovation, collaboration, and diversity, equity, and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

 

Wealth Management provides retail investments and advisory services through about 6500 affiliated Registered Reps (RRs) and Investment Advisor Representatives (IARs) and more than $60B in assets under management (AUM). Our RRs and IARs provide comprehensive investment Advice and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our RRs/IARs can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products.

 

We believe the best financial solutions are built when an advisor has a thorough understanding of their clients’ current financial picture and their short- and long-term goals. Our advisors assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the client's lifetime – from wealth-building to retirement to legacy.

 

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