Producer Assistant Supporting I
About The Position
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is seeking a dynamic and detail‑oriented Producer Assistant to join our Miami, FL 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.
Requirements
- Possess or willingness to obtain Full Licensing Registration (215 / SIE / FINRA Series 7 and 66) within 6 months of employment)
Responsibilities
- 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
- Possess or willingness to obtain Full Licensing Registration (215 / SIE / FINRA Series 7 and 66) within 6 months of employment)
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
