Producer Assistant

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 looking for a Producer Assistant to join our Miami, FL team. The Producer Assistant will assist with developing and maintaining excellent relationships with the clients, focusing solely on the assigned Advisor's clients. This position reports to the assigned Advisor(s) directly.

What You'll Be Doing

• Client liaison scheduling/confirming client appointments
  
• Complete and process account applications and investment transfers
  
• Maintain client databases and files
  
• Set up client information and financial planning tools
  
• Prepare client budget work sheets
  
• Provide telephone support for Advisors by fielding calls and handling requests/ directing clients to the Advisor as appropriate
  
• Salesforce Maintenance
  
• Salesforce Reports
  
• Run monthly Annual Review reports in Salesforce & e-mail to Advisors
  
• Other Salesforce reports as needed
  
• New Business Support
  
  • Prepare new business forms as directed by Advisors
    
  • Track and follow-up on new business as directed by Advisors
    
  • Post-Issue Client Support
    
• Prepare, process, and track beneficiary changes, rebalances, and other service-related issues
  
• Update Salesforce with new client information as needed (i.e. address changes; new financial info obtained from Client Profiles, etc.
  
• Process SRA requests
  
• Obtain TPA authorizations when necessary
  
• Client Reviews
  

• Assist with preparing for Annual Client reviews and other client meetings as directed by case managers.
  
  • Creating/Updating Asset Maps
    
  • Broadridge/Morningstar Reports Community Financial Group- For Internal Use Only
    
  • Reviewing Paperclip files for previous meeting notes
    
  • Compiling account information (beneficiaries, statements, current withdrawal/contribution information)
    
  • Preparing Service Forms
    
  • Assist with reviewing incoming correspondence
    
  • Scanning Document(s) to Paperclip, and follow-up as needed (which may include passing the issue on to the Advisors as needed).
    
  • My Marketing Station
    
  • Other duties as needed:
    
  • Pinpoint
    
  • Paperclip
    
  • Scheduling client appointments
    
  • Etc. (all around support of the Advisor's practice)
    

This position is an on-site role working in the Miami, FL office to foster collaboration and connection.

The base salary range for this position is $45,000-$55,000. 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 and spot bonuses. Eligibility for these programs depends on level and functional area of responsibility.

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

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

• Associate Degree or 2 years professional work experience in office environment as Administrative Assistant role
  
• Ability to obtain Florida 2-15 Health and Life Insurance License, FINRA SIE Registration, and FINRA Series 7 and 66 Registrations within 6 months of employment
  

Preferred Qualifications

• Detail oriented and organized
• Able to prioritize workflow and good communication skills
• Incumbent will work as part of a team to provide administrative support to Producer Group
• Excellent organizational skills and time management capabilities
• Proven Success juggling multiple priorities in a heavy workload 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