Producer Assistant

EQH•Miami, FL

34d•$45,000 - $55,000•Onsite

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 looking for a Producer Assistant to join our Miami, FL team. The Producer Assistant will assist with developing and maintaining excellent relationships with the clients, focusing solely on the assigned Advisor’s clients. This position reports to the assigned Advisor(s) directly. This position is an on-site role working in the Miami, FL office to foster collaboration and connection. The base salary range for this position is $45,000-$55,000. 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. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits\: Equitable Total Rewards Program

Requirements

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
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.

Nice To Haves

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

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
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 Advisor’s practice)