Producer Assistant

EQH•Bellevue, WA

8h•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 Bellevue, WA 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 role is ideal for individuals who are detail-oriented, client-focused, and capable of thriving in a fast-paced environment. The position offers opportunities for professional growth and the chance to make a significant impact on client satisfaction and company success.

Requirements

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
Strong attention to detail with a focus on accuracy.
Excellent problem-solving skills.
Proficient in using CRM software Salesforce, ClientWorks, Microsoft Office.
Ability to manage multiple projects simultaneously.
Exhibit strong verbal and written communication skills by clearly conveying complex information and updates to management.
Maintain strict confidentiality of sensitive information and uphold high ethical standards in handling and reporting financial and compliance matters.
Demonstrate strong integrity and respect for personnel data.
Demonstrated ability to build and maintain long-term client relationships.
A proactive approach to identifying and addressing client needs.

Nice To Haves

A bachelor's degree in finance, business administration, or a related field is preferred.
Knowledge of the securities industry’s rules and regulations preferred.

Responsibilities

Support three financial advisors managing client relationships to ensure satisfaction, retention, and growth.
Prepare reports for advisors, highlighting service performance and opportunities for improvement.
Collaborate effectively with team members while demonstrating strong independence in managing tasks.
Facilitate effective communication between clients and internal teams, ensuring that client requirements are met.
Coordinate client-related projects, ensuring timely delivery and adherence to quality standards.
Collaborate with sales, marketing, and operations teams to align client objectives with company goals.
Participate in addressing inquiries and resolving issues promptly.
Support team members onboarding clients and modifying existing accounts.
Maintain compliance records.