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Remote Executive Administrative Assistant (Part-Time) – New York Life
New York Life is seeking a highly organized and self-motivated Executive Administrative Assistant to provide dedicated administrative and client support in a fully remote environment. This role is strictly focused on operations and client service—no sales or application responsibilities.
This position is ideal for someone who excels at managing multiple priorities, maintaining structure, and supporting executive-level workflows with professionalism and efficiency.
Key Responsibilities:
- Manage calendars, scheduling, and meeting coordination
- Handle client communications, including outbound and follow-up calls
- Maintain and organize digital files, records, and documentation
- Assist with email management and correspondence on behalf of leadership
- Prepare reports, documents, and spreadsheets using Microsoft Office
- Track tasks, deadlines, and priorities to ensure smooth daily operations
- Support case management by helping move policies through the underwriting and issuance process
- Prior or current Life Insurance license strongly preferred
- Experience supporting executives or in a high-level administrative role
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Experience with Salesforce or similar CRM systems preferred
- Outstanding customer service and communication skills
- Strong organizational, multitasking, and time management abilities
- Self-starter who works independently and does not require micromanagement
- Experience supporting a financial advisor or insurance agent
- Familiarity with CRM systems such as Salesforce
- Basic understanding of the life insurance underwriting and policy issuance process
- Hourly pay of $26–$30 based on experience
- Performance-based bonuses tied to issued and placed policies where the assistant has directly contributed to moving the case forward:
- $25 per issued policy (smaller cases)
- $50 per issued policy (mid-size cases)
- $75 per issued policy (larger, more complex cases)
- Must submit a current resume
- Willingness to complete a personality assessment as part of the hiring process
Pay: $26.00 - $30.00 per hour
