Senior Administrative Assistant

New York Life Insurance Co•City of White Plains, NY

3d•Hybrid

About The Position

At New York Life, Agency is the distribution engine of the Foundational Business, built on a career agency model that recruits, develops, and supports more than 12,000 agents. Agency leadership drives field performance and development across 100+ General Offices. The Senior Administrative Assistant will provide comprehensive administrative support to several VPs in Agency, 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.

Requirements

Degree preferred or work experience
Previous experience in Financial Services is required
Familiar with the infrastructure of the Foundational Business and can route inquiries to the right place quickly within and outside of the division
Knows Company policies and procedures and can resolve routine inquiries for staff quickly and correctly
Demonstrates a strong sense of urgency
Possesses a clear understanding of priorities
Good oral and written communication skills
Must be discreet in handling confidential information
Must be a team player
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Nice To Haves

Access (Microsoft Office tool)

Responsibilities

Serve as a primary point of contact by answering calls, assisting with inquiries, and routing messages as needed
Provide day-to-day administrative support to the Vice President, including managing emails and maintaining organized files and records
Manage and coordinate the VP’s calendar, scheduling meetings and helping to prioritize commitments
Arrange domestic and international travel, including itineraries and logistics
Prepare, reconcile, and submit travel and business expenses accurately and on time, along with other expense support as needed
Coordinate meetings and events by scheduling, reserving rooms, setting up Teams or video calls, ordering meals, and preparing materials
Maintain organized recordkeeping and file management, including document creation, storage, and disposition
Track and follow up on requests or inquiries to ensure timely and thorough resolution
Use Microsoft Office tools (Outlook, Teams, Word, Excel, PowerPoint; Access a plus) and leverage AI (ChatGPT, Copilot) to support daily work and team efficiency