Producer Assistant
AXA Equitable Holdings,Inc•Williamsville, NY
342d•$30
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About The Position
Equitable is looking for a Producer Assistant to join the team in our Williamsville, NY office (Remote). 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.
