Producer Assistant

What Youll Bring

Required Qualifications:

• Associate degree or 2 years of professional administrative experience in an office environment
• Highly organized detail oriented and able to manage multiple priorities with confidence
• Strong communicator who thrives in a fast paced team based setting
• Proven ability to support a Producer Group while maintaining accuracy under heavy workloads

Preferred Qualifications:

• Prior experience supporting Financial Advisors or Wealth Management teams

• Knowledge of investment insurance or financial planning products

• Experience working in a regulated or compliance driven environment

Skills
Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.
Confidentiality: Knowledge of practices and policies governing disclosure of information about the organization its business activities and employees; ability to apply this knowledge appropriately to diverse situations.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies practices and tools for administering projects.
Project Management: Knowledge of effective project management strategies and tactics; ability to plan organize monitor and control projects ensuring efficient utilization of technical and administrative resources to achieve project objectives.

ABOUT EQUITABLE

At Equitable were a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall well-being flexibility and a culture of collaboration and teamwork.

We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

**********
Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at .

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwevehoned since 1859.

Equitable is seeking a dynamic and detail oriented Producer Assistant to join our Stamford CT this role you will be a key partner to our Producer(s) helping deliver a seamless high quality experience to our clients. Youll serve as a primary point of contact manage schedules and client communications and play a critical role in preparing financial planning materials processing account applications and supporting investment transfers.

The Producer Assistant plays an integral role in supporting Financial Advisors by delivering high quality operational planning and client service support. This position partners closely with advisors internal teams and clients to ensure efficient execution of service requests accuracy of documentation and a consistently positive client experience. The Producer Assistant enables advisors to focus on relationship management and strategic planning while ensuring day to day operations are handled with precision and care.

What Youll Be Doing

• Serve as the primary point of contact by answering screening and directing incoming calls with professionalism and discretion
• Manage and organize calendars for Associates/Producers ensuring schedules are accurate and conflict free
• Coordinate all logistics for client meetings including client materials appointment reminders and conference room reservations
• Track and follow up on new business submissions within three business days; identify and resolve omissions promptly
• Maintain accurate records through timely filing contact history updates and correspondence tracking
• Provide administrative client service support including address and beneficiary updates
• Support recurring meetings reports and special projects using Microsoft Word Excel and PowerPoint
• Handle incoming and outgoing correspondence; review route and draft responses as needed
• Maintain strict confidentiality while exercising sound judgment when interacting with clients visitors and financial professionals

The base salary range for this position is $55000 - $65000. Actual base salaries vary based on skills experience and geographical addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees Equitable provides a full range of benefits. This includes medical dental vision a 401(k) plan and paid time off. For detailed descriptions of these benefits please refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program