Equitable · 17 hours ago
Producer Assistant
UNITED STATES-FL-Miami
Full-time
Onsite
Entry Level
$45K/yr - $55K/yr
2+ years expEquitable is a company committed to helping clients secure their financial well-being. The Producer Assistant will assist in developing and maintaining relationships with clients, focusing on supporting the assigned Advisor's clients through various administrative tasks.
BankingConsultingFinancial Services
Responsibilities
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
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)
Qualification
Required
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
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
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase