Senior Administrative Assistant (Part Time) in Walnut Creek, California | DiversityInc Careers
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Senior Administrative Assistant (Part Time)

New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.


New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+ (Source: Individual independent rating agency commentary as of 8/1/17).


Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.



Role Overview:

  • Answer inquiries from the field including HO management, Field managers and outside vendors. 
  • Prepare and process Travel Expenses.  Arrange travel and prepare expenses for Zone Financial Officer and management staff.
  • Reconcile Zone Financial Officer and management staff American Express Corporate Card Account.
  • Coordinate all travel, hotel and air for all meetings and General Office visits.
  • Coordinates calendars and communicates with Zone Financial Officer and staff while traveling.
  • Prepare invoices for approval and submits to Accounts Payable for processing.
  • Prepare accurate expense reports for input into SAP.
  • Runs and downloads the monthly Zone and General Office budget reports.  Processes the necessary journal entries as requested by the Zone Financial Officer.
  • Ledger Debits: Verifies accuracy of letters and ledgers for Zone approval, mail, copy and maintain spreadsheet for terminated ledger debits.  Compile responses for active ledger debit issues.
  • Maintain Discretionary Spreadsheets: On a monthly basis, input recruiting and development credits to the master discretionary tracking sheet.
  • Format and distribute monthly reports to the General Offices to include the Profit and Loss, Terminated Ledger Debits and the Active Agent Debits.  Assists in the completion of the monthly bulletin.
  • Prepare for General Office Financial Reviews: Organizes the files with all items needed for the financial review and distributes the “checklist” and “standards and rules” forms to the General Office prior to the visit.

Note: Part Time/ 3 days per week


  • Associate/Bachelor’s Degree or equivalent work experience
  • Minimum of 4+ years industry experience
  • Proficiency in MS Office – Word, Excel, PowerPoint and Access a plus
  • Must be a self-starter, detail oriented and a team player
  • Must be able to prioritize responsibilities
  • Exhibits excellent customer service skills including strong telephone and written communication skills
  • New York Life Budget (SAP) System helpful






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