This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2489204

About the Role

A New York Life financial advisor is seeking a Full-Time Sales & Administrative Assistant to provide direct support to their individual practice. This role is ideal for someone who enjoys being closely involved in the day-to-day operations of a growing practice and wants to play a key role in supporting sales activity, client relationships, and overall business growth. Duties involve working closely with the advisor to manage administrative tasks, support the sales process, and help ensure consistent, high-quality client experience.

Key Responsibilities

Provide direct administrative and sales support to one New York Life

financial advisor

Schedule and manage client appointments, reviews, and follow-ups

Assist with client onboarding, applications, and required

documentation

Track cases and follow up on outstanding requirements and client

requests

Prepare meeting materials, presentations, and sales support

documents

Maintain accurate and up-to-date client records and CRM systems

Handle incoming calls, emails, and client communications

professionally

Coordinate day-to-day office operations to keep the practice running

efficiently

Ensure compliance with New York Life policies, procedures, and

confidentiality standards

S.E.Brown+Group

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