Office Administrative Assistant Job at New York Life
We are a growing financial planning and insurance solutions firm looking for the right Administrative Assistant to join our team.
You would be responsible for a variety of administrative, marketing, and clerical tasks that will support our team of financial advisors.
Essential Duties and Responsibilities:
- ·Answering calls and emails
- Calling new and existing clients
- ·Proactively contacting clients on behalf of the advisor
- Scheduling meetings and ongoing client reviews
- Overseeing Client Relationship Management System
- Coordinating client events, webinars, and wholesaler meetings
- Maintain files and prepare correspondence and documents for advisors and clients
The ideal candidate for this role is reliable, resourceful, a good problem solver, organized, and has an acute attention to detail.
Initially, this is a part-time professional position with the opportunity to become full-time! We want you to grow with us!
Job Type: Part-time
Pay: From $17.00 per hour
Benefits:
- Flexible schedule
- Professional development assistance
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Tacoma, WA 98402: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
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