Office Administrative Assistant Job at New York Life

New York Life Tacoma, WA 98402

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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