at S.E.Brown+Group in Boise, Idaho, United States
Job Description
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
