Onsite Executive Support & Operations Specialist

New York Life; Glendale (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life is seeking a Service Client Specialist to support the Managing Partner with executive-level operations, recruitment coordination, and strategic execution. The role requires handling calendars, travel, and coordinating cross-functional initiatives to drive efficiency and service excellence for leaders, advisors, clients, and partners.

The position emphasizes independent work, attention to detail, and strong communication across the organization.

Qualifications

• 5+ years of experience providing executive support, business operations, client service, project coordination, or related professional experience.
• Demonstrated ability to independently manage multiple priorities, exercise sound judgment, and resolve complex operational issues with minimal supervision.
• Excellent organizational, problem-solving, and prioritization skills with exceptional attention to detail.

Responsibilities

• Manage executive calendars, travel, meetings, communications, and business priorities while anticipating needs and ensuring seamless execution of leadership activities.
• Coordinate recruiting, onboarding, recognition programs, training events, and leadership meetings, serving as the primary point of contact across internal stakeholders.
• Prepare executive correspondence, presentations, reports, dashboards, and meeting materials that support business planning and informed decision-making.
• Support operational initiatives by tracking milestones, monitoring deliverables, facilitating process improvements, and serving as a subject matter resource for administrative and operational processes.

Skills

Executive support

Business operations

Project coordination

Microsoft Office

Confidentiality & discretion

Education

Bachelor’s degree or equivalent

Tools

ChatGPT

Microsoft Co-Pilot

Job description

New York Life is seeking a Service Client Specialist to support the Managing Partner with executive-level operations, recruitment coordination, and strategic execution. The role requires handling calendars, travel, and coordinating cross-functional initiatives to drive efficiency and service excellence for leaders, advisors, clients, and partners.

The position emphasizes independent work, attention to detail, and strong communication across the organization.