Producer Assistant

Equitable•Miami, FL

17h•$40,000 - $50,000•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 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. The Paraplanner plays an integral role in supporting Financial Advisors by delivering high quality operational, planning, and client service support. This position partners closely with advisors, internal teams, and clients to ensure efficient execution of service requests, accuracy of documentation, and a consistently positive client experience. The Paraplanner enables advisors to focus on relationship management and strategic planning while ensuring day to day operations are handled with precision and care.

Requirements

Associate degree or 2+ years of professional administrative experience in an office environment
Highly organized, detail oriented, and able to manage multiple priorities with confidence
Strong communicator who thrives in a fast paced, team based setting
Proven ability to support a Producer Group while maintaining accuracy under heavy workloads
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

Prior experience supporting Financial Advisors or Wealth Management teams
Knowledge of investment, insurance, or financial planning products
Experience working in a regulated or compliance driven environment

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
Assisting the accountant for tax preparation
Marketing
RMD's
Updating Pinpoint with all annual advisory reviews
Preparing documents for audits
Licensing