Administrative Assistant

Overview

Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser dedicated to providing high-quality financial solutions. Offering services such as financial planning, investment advisory programs, and charitable investing, Eagle Strategies enables tailored solutions to meet unique client financial goals. With the backing of New York Life, advisors also offer risk protection products, including life insurance, long-term care insurance, and annuities.

Eagle Strategies emphasizes a partnership approach to understanding clients’ financial health and goals, ensuring personalized financial strategies are adaptable for evolving circumstances. Eagle Strategies is registered with the Securities and Exchange Commission (SEC) and complies with relevant state securities regulations.

This full-time Administrative Assistant role will be based remotely. The Administrative Assistant will manage daily administrative tasks, support executives, facilitate communication, maintain schedules, and handle clerical duties. Responsibilities also include managing phone calls professionally, completing paperwork for new accounts and servicing existing ones, and ensuring smooth office operations.

• Strong Administrative Assistance and Executive Administrative Assistance skills to manage schedules, organize tasks, and support senior leadership.
• Excellent Communication and Phone Etiquette skills for professional interactions with clients and team members.
• Proficiency in Clerical Skills, including document management, and data entry, to ensure efficient office operations.
• Organizational and time-management skills to effectively prioritize tasks and meet deadlines.
• Previous experience at New York Life, or working for a New York Life agent/advisor required.