Producer Assistant

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned 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 EQUIT