Producer Assistant

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

What Youll Be Doing

• 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 Advisors practice)

This position is an on-site role working in the Houston TX office to foster collaboration and connection.

The base salary range for this position is $40000-$50000. Actual base salaries vary based on skills experience and geographical 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 pleasereferencethe 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

• Proficiency with Microsoft Office (Especially Outlook calendar scheduling; Word; Excel)

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
• Prior experience coordinating meetings calendars or events (professional volunteer academic or hospitality)
• Familiarity with CRM systems and structured data entry best practices

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 Equitablewerea 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 toleveragetheir 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 Careers at Equitableto learn more.

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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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein 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.

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