- Performs all administrative duties - including:
Answering inquiries from the field including HO management, Field managers and outside vendors. Exhibits excellent customer service skills including strong telephone and written communications skills.
- 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.
- Prepares Invoice for approval and submits to Accounts Payable for processing.
- Prepares accurate expense reports for input into the SAP Travel Manager System.
- 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 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.
CA - Walnut Creek
AGY - AGENCY
- College education and/or degree a plus
- Technical skills including Excel, PowerPoint, Word and Access.
- New York Life Budget systems experience helpful.
New York Life Insurance has been providing life insurance policies in the Big Apple since it was a tiny seed. While the top mutual life...