[Remote] Administrative Assistant - Institutional Life (Sales)

Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 mutual company with a rich legacy of purpose and integrity. They are seeking a part-time Administrative Assistant to provide administrative support to the Institutional Life Sales Team, ensuring organizational efficiency through various administrative tasks.

Responsibilities

• Coordinate internal and external meetings, conference calls, and related logistics
• Maintain team calendars and schedule meetings
• Arrange travel as requested
• Process expense reports and Gift and Entertainment reporting documentation
• Maintain conference calendars and related administrative records
• Assist with scheduling and administrative logistics for meetings and events
• Enter and update customer and contact information in Salesforce as directed
• Support data entry and record maintenance activities within Salesforce
• Maintain broker lists and contact information
• Generate standard Salesforce reports using established templates and procedures
• Format PowerPoint presentations, meeting materials, and routine documents
• Provide administrative support for proposal document preparation
• Handle appointment confirmations
• Collect and organize client documentation
• Track administrative deadlines and follow-up items
• Provide general administrative support to the Institutional Life Sales Team

Skills

• 3+ years of administrative support experience
• Strong organizational and administrative skills
• Experience managing calendars and scheduling
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (PowerPoint, Word, Outlook, Teams)
• Ability to prioritize and complete assigned administrative tasks within established timelines
• Salesforce familiarity
• Experience supporting a business or sales team
• Financial services or insurance industry exposure

Benefits

• Overtime eligible: Nonexempt
• Discretionary bonus eligible: Yes
• Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location.
• Employees are eligible for an annual discretionary bonus.
• Employees may also be eligible to participate in an incentive program.
• We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.

Company Overview