At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Equitable is looking for a Producer Assistant to join the team in our Mexico, NY office. The Producer Assistant assist the Advisor with developing and maintaining excellent relationships with the clients. They will complete and process account applications, investment transfers, while creating and maintaining client databases//files. A big focus will be on maintaining accurate client information, financial planning tools and preparing client budget work sheets. This position will focus solely on the assigned Advisor’s clients and reports directly to the assigned Advisor. This is a part-time position, 5 hours per week.
Key Job 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 ASAPThe base salary range for this position is $7,000-$7,800. 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.
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Equitable is looking for a Producer Assistant to join the team in our Mexico, NY office. The Producer Assistant assist the Advisor with developing and maintaining excellent relationships with the clients. They will complete and process account applications, investment transfers, while creating and maintaining client databases//files. A big focus will be on maintaining accurate client information, financial planning tools and preparing client budget work sheets. This position will focus solely on the assigned Advisor’s clients and reports directly to the assigned Advisor. This is a part-time position, 5 hours per week.
Key Job 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 ASAPThe base salary range for this position is $7,000-$7,800. 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.
Required Qualifications
Associate Degree or 2 years professional work experience in office environment as Administrative Assistant rolePreferred Qualifications
Detail oriented and organizedAble to prioritize workflow and good communication skillsIncumbent will work as part of a team to provide administrative support to Producer GroupExcellent organizational skills and time management capabilitiesProven Success juggling multiple priorities in a heavy workload environmentSkills
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 Equitable, we’re a team of over ten thousand strong; 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 to leverage their 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 purpose.
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: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us atTalentAcquisition@equitable.com.
#ANCHOR
Required Qualifications
Associate Degree or 2 years professional work experience in office environment as Administrative Assistant rolePreferred Qualifications
Detail oriented and organizedAble to prioritize workflow and good communication skillsIncumbent will work as part of a team to provide administrative support to Producer GroupExcellent organizational skills and time management capabilitiesProven Success juggling multiple priorities in a heavy workload environmentSkills
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 Equitable, we’re a team of over ten thousand strong; 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 to leverage their 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 purpose.
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: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us atTalentAcquisition@equitable.com.
#ANCHOR