Sales Support Specialist (7722BR) New York, New York

New York Life Investments Group's Third Party Distribution sales team is seeking a Sales Support Specialist. Based in our New York headquarters, the role will report to the National Sales Desk Manager and execute a variety of integral administrative needs.

Primary Responsibilities

• Provide administrative support to National Sales Desk Manager including:
o Screen and monitor phones
o Expense reporting
o Manage day-to-day calendar
o Arrange travel
• Act as “office manger” for the sales desk
• Manage monthly Sales Leadership Development Calendar
• Oversee logistics for all sales desk meetings, training and development programs
• Provide expense report support to the desk when necessary (training and answer FAQs)
• Coordinate all logistics for team events, off-sites, meetings
• CRM maintenance including some minor data entry and activity report pulls
• Assist with sales desk activity and metrics reporting
• Coordinate logistics for monthly CRM audit process including meeting times, printing etc
• Manage vacation/absence database and internal travel calendars for the sales desk
• SAP Time Keeper for entire Sales Desk, Sales Desk Management
• Maintain inventory of storage room and office supplies
• Serve as mailroom liaison for the entire floor and ensure there is a process in place for mail delivery
• Responsible for Weekly Sales Mailings to wholesalers.
• Manage and distribute “Daily Update” email
• Point of contact for all technology issues, heating and air conditioning and general facility issues
• Maintain all sales desk distribution lists, phone directories and organizational charts
• Organize move dates and locations which includes entering all request with IT and telephone techs
• Update and report all equipment inventory
• Update and report all floor plan changes
• Assist with interview scheduling when necessary.
• Clean workstation and provide necessary office supplies
• Notify and coordinate all new hires of upcoming training classes
• Update all department email distribution lists and phone directories
• Update organizational chart and distribute to HR, Compliance and Sales Desk Management
• Ensure all new hires have access and profiles in the RIS TPD Sales Desk Vacation database


• College degree or 3 plus years of office management/administrative experience required
• Highly organized and process oriented individual
• Collaborative and able to work as a part of a highly functioning team
• Accountable and excellent attention to detail
• Good working knowledge of Microsoft PowerPoint, Excel, Word (Microsoft Access is a plus)
• Seeks creative and innovative solutions to everyday issues
• Excellent written and verbal skills
• Positive, hard working attitude