Senior Administrative Assistant - Wealth Management

New York Life•New York, NY

33d•$60,500 - $86,000•Hybrid

About The Position

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. 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. At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. 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. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.

Requirements

Minimum of 5 years of administrative experience supporting senior level executives in a corporate environment
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

Nice To Haves

Bachelor’s Degree preferred
Previous experience in Financial Services is preferred

Responsibilities

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