Top 160 operations assistant Jobs in albany ny

Financial Advisor Assistant
Northwestern Mutual —Albany, NY
- $50,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Administrative Assistant
YINCAE Advanced Materials, LLC. —Menands, NY
- $38,000 - $45,000 a year
- Full-time
- Google Workspace
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
2d
Assistant Terminal Manager
Student Transportation Of America —Rensselaer, NY
- $68,000 - $73,000 a year
- Weekends as needed
- Background check
- Mid-level
- Children
- Health insurance
- Dental insurance
Travel Medical Assistant
MedElite Group, LLC. —Albany, NY
- $50,000 a year
- Full-time
- Nursing home
- Mid-level
- Driving
- Dental insurance
- 401(k)
Assistant Manager ($500 Sign On Bonus!!) - NY33
Prime Storage Group —Albany, NY
- $19 - $21 an hour
- Full-time
- Microsoft Outlook
- Merchandising
- Mid-level
- Paid holidays
- Disability insurance
Administrative Assistant 2
State of New York - Temporary and Disability Assistance, Office of —Albany, NY
- $59,808 - $74,695 a year
- Email
- Background check
- Word processing
- Mid-level
3d
Document & Office Coordinator
AIK Property Group —Schenectady, NY
- $16.00 - $30.41 an hour
- Part-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
Quick Apply
Administrative Assistant, Office Operations
Emerson —Latham, NY
- $48,000 - $89,100 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Profit sharing
- Paid parental leave
6d
Disaster Preparedness Assistant (NY HELPS)
State of New York - Homeland Security and Emergency Services, Division of —Albany, NY
- $50,425 - $61,548 a year
- Weekends as needed
- Background check
- Databases
- Driver's License
Real Estate Operations Assistant (Part-Time)
LPM Property Management —Troy, NY
- $32 - $36 an hour
- Part-time
- Hybrid work
- Background check
- Office
- Driver's License
- Flexible schedule
Quick Apply
4d
Assistant Program Director 12th St
Unity House of Troy —Troy, NY
- $22.02 - $23.15 an hour
- Full-time
- Management
- Mid-level
- Residential
- Paid holidays
- Health insurance
Quick Apply
Operations Auction Assistant and Sales
Collar City Auctions, Inc. —Delanson, NY
- $20 - $23 an hour
- Part-time
- Carpentry
- Microsoft Word
- Background check
- Paid time off
Quick Apply
Assistant Residential Manager
Coarc —Ghent, NY
- From $23 an hour
- Multiple hires
- Management
- Working with individuals with disabilities
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director Assistant (Operations)
Curtis Lumber Co Inc. —Ballston Spa, NY
- $28 - $32 an hour
- Email
- Computer literacy
- Writing skills
- Research
- Profit sharing
- Paid holidays
5d
Assistant Manager ($500 Sign On Bonus!!) - NY48
Prime Storage Group —Albany, NY
- $19 - $21 an hour
- Full-time
- Microsoft Outlook
- Merchandising
- Mid-level
- Paid holidays
- Disability insurance
Assistant Sales Manager 713
STORAGE INVESTMENT MANAGEMENT LLC —Albany, NY
- $20 - $22 an hour
- Urgently hiring
- Background check
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
11d
Assistant Sales Manager
Milan Laser Hair Removal —Colonie, NY
- $19.75 an hour
- Weekends as needed
- Mid-level
- 1 year
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
6d
Assistant Store Manager
Extra Space Management, Inc —Schenectady, NY
- From $18 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Wellness program
- Health savings account
Quick Apply
6d
Administrative Office Assistant
Comfort Windows —Albany, NY
- $19 - $24 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Paid holidays
- Health insurance
Quick Apply
Administrative Coordinator- Risk Management
Albany Medical Center —Albany, NY
- $50,639 - $75,959 a year
- Full-time
- Microsoft Outlook
- Writing skills
- Research

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operations assistant jobs near albany ny

Financial Advisor Assistant

Northwestern Mutual -
Albany, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Qualifications

Teamwork
Confidential information handling
Microsoft Excel
Microsoft Outlook
Executive administrative support
Client database systems
Client services
Financial services
CRM system proficiency

Full Job Description

POSITION SUMMARY

The Financial Advisor Assistant plays a critical support role in the daily operations of a Northwestern Mutual financial advisor's practice. This individual serves as the face of the office to clients, manages key administrative functions, handles insurance processing, and leads client relationship marketing efforts. The ideal candidate is organized, proactive, personable, and passionate about delivering an exceptional client experience.

KEY RESPONSIBILITIES

Insurance Processing

Prepare, submit, and track insurance applications and policy documents
Coordinate with underwriters and home office to move cases through the approval process
Follow up on outstanding requirements, labs, and signatures
Maintain accurate records of case status and update advisor regularly
Handle policy delivery and ensure all documentation is properly executed

Scheduling & Calendar Management

Manage the advisor's calendar, including scheduling client meetings, reviews, and prospecting appointments
Send meeting confirmations, reminders, and preparation materials to clients
Coordinate logistics for in-person and virtual appointments
Prioritize and protect time blocks for high-value advisor activities

Client Communication & Service

Serve as the first point of contact for client inquiries by phone, email, and in person
Respond to routine client requests and direct complex matters to the advisor
Maintain a warm, professional, and relationship-focused presence with all clients
Update and maintain accurate client information in CRM systems
Support client onboarding by gathering necessary documentation and coordinating paperwork

Client Marketing & Relationship Building

Manage a personalized client outreach calendar, including birthday cards, holiday greetings, and milestone acknowledgments
Send handwritten or printed cards and gifts for key life events (anniversaries, new babies, retirements, etc.)
Coordinate client appreciation events, seminars, and touchpoint campaigns
Support social media and email marketing efforts on behalf of the advisor
Track outreach history and ensure consistent, meaningful touchpoints with the client base

QUALIFICATIONS

Required

2+ years of experience in an administrative, client services, or financial services support role
Outstanding interpersonal and communication skills written and verbal
Highly organized with strong attention to detail and the ability to manage multiple priorities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
Experience with CRM software and scheduling tools
Discretion and professionalism in handling sensitive client information

Preferred

Experience in the financial services, insurance, or wealth management industry
Familiarity with life insurance or investment product processing
Life & Health insurance license (or willingness to obtain)

WHAT WE OFFER

A collaborative, growth-oriented team environment
Competitive compensation commensurate with experience
Ongoing professional development and licensing support
The opportunity to make a meaningful impact on clients' financial lives
Exposure to one of the most respected financial services firms in the country

Pay: $50,000.00 - $60,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

operations assistant jobs in albany ny

Financial Advisor Assistant

Administrative Assistant

Assistant Terminal Manager

Travel Medical Assistant

Assistant Manager ($500 Sign On Bonus!!) - NY33

Administrative Assistant 2

Document & Office Coordinator

Administrative Assistant, Office Operations

Disaster Preparedness Assistant (NY HELPS)

Real Estate Operations Assistant (Part-Time)

Assistant Program Director 12th St

Operations Auction Assistant and Sales

Assistant Residential Manager

Director Assistant (Operations)

Assistant Manager ($500 Sign On Bonus!!) - NY48

Assistant Sales Manager 713

Assistant Sales Manager

Assistant Store Manager

Administrative Office Assistant

Administrative Coordinator- Risk Management

I want to receive the latest job alert for operations assistant in albany ny

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