Producer Assistant at Equitable

Rochester, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

50000.0

Posted On

29 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Client Communication, Financial Planning Support, Administrative Support, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Confidentiality, Project Administration, Project Management, Prioritization, Insightful Listening

Industry

Financial Services

Description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is seeking a dynamic and detail oriented Producer Assistant to join our Latham, NY team. In this role, you will be a key partner to our Producer(s), helping deliver a seamless, high quality experience to our clients. You’ll 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. As a Producer Assistant, you'll bring organization, professionalism, and discretion to everything you do--ensuring meetings are well prepared, records are accurate, and follow-ups are timely. This is an exciting opportunity for someone who thrives in a fast-paced, client focused environment, and enjoys being at the center of a collaborative team that helps clients move confidently toward their financial goals. What You'll 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 $40,000 - $50,000. Actual base salaries vary based on skills, experience, and geographical location. In 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 What You'll 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, we’re 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Responsibilities

Provide high-level administrative support to Producers by managing calendars, coordinating client meetings, and processing account applications. Serve as the primary point of contact for clients while maintaining accurate records and ensuring timely follow-ups on new business.