ECLARO · 6 hours ago
Administrative Assistant
ECLARO is a company focused on the Financial Services Industry, seeking an Administrative Assistant for their client in New York, NY. The role involves managing departmental communications, supporting service areas, and assisting with new business and sales documentation.
Staffing & Recruiting
Responsibilities
Serve as gatekeeper for a high-volume departmental mailbox
Review incoming emails and route to appropriate team members
Log and manage onboarding documents from brokers into workflow system
Use Adobe tools to separate/combine documents for workflow integration
Log returned mail and checks into workflow system; distribute to service analysts
Maintain DataCap program for indexing correspondence into NYL's document management system
Check, distribute, and log voicemails from the 800 line
Download and forward daily outbound mail to IST Group for mailing
Review annuitant benefit documents daily to ensure accuracy of amounts and dates
Record and update 'Won Cases' from New Business Activity Sheet in WIP
Update Broker Directory on a weekly/monthly basis
Assist with miscellaneous administrative projects as needed
Qualification
Required
10-15 years of administrative experience required
Open to candidates from any industry
Preferred
Strong multitasking ability
Proficiency with document management systems and Adobe tools
Exclusions: With primarily customer service backgrounds (e.g., call center or front desk) are not ideal, as this role is strictly internal
Benefits
401k Retirement Savings Plan administered by Merrill Lynch
Commuter Check Pretax Commuter Benefits
Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
Company
ECLARO
ECLARO is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines.