Senior Administrative Assistant - Wealth Management jobs in United States
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New York Life Insurance Company · 1 day ago

Senior Administrative Assistant - Wealth Management

New York Life Insurance Company is a Fortune 100 mutual company with a long legacy of purpose and integrity. The Senior Administrative Assistant will provide comprehensive administrative support to the Department Head and his team, assist with departmental engagement initiatives, and handle various administrative duties as needed.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

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

Qualification

Administrative supportOrganizational skillsCommunication skillsFinancial Services experienceOffice softwareCustomer service acumenMultitasking abilityProfessional demeanorAttention to detailPositive attitude

Required

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

Preferred

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

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase