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Equitable · 15 hours ago

Producer Assistant

Charlotte, NC

Full-time

Onsite

Entry Level

$40K/yr - $50K/yr

2+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Producer Assistant to assist with client relationships, administrative tasks, and support the financial planning practice.

BankingConsultingFinancial Services

Responsibilities

Answer phones for the producer(s). Screen and transfer calls. Take messages if necessary

Administer calendar for the Associate/Producer Group

Insure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s)

Filing. Includes printing brokerage statements and insuring contact histories are updated

Follow-up on all new business submitted

Help conduct service work such as address and beneficiary changes

Maintain strict confidentiality

Use discretion in screening calls and visitors

Manage and organize calendar

Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals

Respond to regularly occurring requests for information and regularly scheduled meetings, including Monthly Business Reviews, Branch/District meetings, and staff meetings

Use experience and knowledge to understand and anticipate administrative needs

Track incoming and outgoing correspondence and reports. Review and route as appropriate; draft responses where necessary

Initiate and assist in special projects involving Microsoft Suite (Word, Excel and PowerPoint)

Maintain files and access filed material in a timely manner when requested

Goals: The goals are how the assistant's performance will be measured

Phones. Answer phones in a timely and professional manner. Callers should not receive voicemail of a producer until directed there by the assistant. No complaints on the professionalism on how the call was handled

Scheduling. Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting. Example, client quotes and file delivered to the Associate, meeting room scheduled and appointment reminder to the client

Filing. All items should be filed in a timely and accurate manner. Contact histories updated in real time

Follow-up. Follow-up on all new business submitted within 3 business days. Report and resolve all omissions ASAP

Gather and input client financial data into planning software and Customer Relationship Management systems

Assist in developing financial plans by collecting relevant client information (assets, liabilities, income, expenses)

Coordinate marketing efforts such as newsletters, seminar invitations, and client appreciation events

Qualification

Financial services experienceProject managementMicrosoft SuiteCustomer serviceManaging multiple prioritiesCommunicationConfidentialityProject administration