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New York Life Insurance Company HQ


Jobs

Executive Assistant – Finance

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Posted on: February 4, 2020 Apply Now
Internship, Part-time Expires June 4, 2021

Immediate need

Prioritize, expedite, complete, and log all the general service work and client questions

Reply to email, telephone, or face to face enquiries while prioritizing level of urgency.

Organize and set better practices with calendar

Pre-meeting prep: organize, schedule, and prep meetings and appointments

Provide general support to visitors, guests, and clients

Post-meeting tasks: document meeting/conversation topics, create to-do list, and followup times

Carry out administrative duties such as filing, typing, copying, binding, scanning etc

Produce and distribute correspondence memos, letters, faxes and forms

Write letters and emails on behalf of other office staff (general marketing materials and understanding of MOD, sales central, and SMRU)

Answer and direct phone calls

Technology

Generate and maintain contact lists: Be sure all prospect clients are logged in sales central and contact information is up-to-date

Create and pull reports from Sale Central to phone on, birthday lists, annuities out of surrender, age

changes, term conversions/yearly convertibles, conversion credits, etc.

Office Maintenance

Order office supplies to various offices to be delivered directly to office in addition to updated business cards, letter head, etc.

Maintain supplies inventory

Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques

Receive, sort and distribute the mail

Prepare and monitor invoices- log and categorize all invoices and receipts

General

Handle multiple projects simultaneously

Maintain professional and technical knowledge by attending educational workshops; reviewing

professional publications; establishing personal networks; participating in professional societies

Handle sensitive information in a confidential manner

Coordinate office procedures, resolve administrative problems

Growth (first year)

Identify areas for improvement and create systems and processes to develop and update administrative systems to make them more efficient

Growth (next two years)

Develop administrative staff by providing information, educational opportunities and experiential growth opportunities

Develop and maintain a digital filing system: This is a 3-year goal, getting all the paper files in various offices into a digital and portable format. Maintain computer and manual filing systems-including moving manual into a digital format

Requirements

Optimistic outlook

Tech savvy

Proven admin or assistant experience

Knowledge of office management systems and procedures

Excellent time management skills and ability to multi-task and prioritize work

Attention to detail and problem solving skills

Excellent written and verbal communication skills

Strong organizational and planning skills

Proficient in MS Office

Professionalism

Strong verbal Communication skills

Vision of Teamwork aligned with the team mission

Apply Now

Book a session in the Career Studio

Contact & Location

Phone
(909) 748-8030
Email
ocpd@redlands.edu
Address

116 Armacost Library
1201 East Colton Avenue
Redlands, CA 92373

Service Hours

M 8:00 am - 5:00 pm
T 8:00 am - 5:00 pm
W 8:00 am - 5:00 pm
TH 8:00 am - 5:00 pm
F 8:00 am - 5:00 pm

Disclaimer! We're operating remotely. Please call or email us for all your career needs.

University of Redlands
Career & Professional Development
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116 Armacost Library
1201 East Colton Avenue
Redlands,CA 92373
(909) 748-8030
ocpd@redlands.edu
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