Remote Producer Assistant for Financial Advisors

Equitable; Fort Lauderdale (FL); À distance; USD 62 000 - 72 000; Plein temps

Résumé du poste

Equitable is seeking a dynamic and detail oriented Producer Assistant to join our South Florida (Remote) team. You will partner with Producers to deliver high-quality service to clients, manage schedules, and prepare financial planning materials.

Your role involves document processing, communications, and supporting investments transfers as needed. This position emphasizes client service, organization, and precise handling of sensitive information so advisors can focus on building relationships

Qualifications

• Associate degree or 2+ years of professional administrative experience in an office environment.
• Highly organized, detail oriented, and able to manage multiple priorities.

Responsabilités

• 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

Connaissances

Organization

Communication

Time management

Documentation

Formation

Associate degree

2+ years experience

Outils

Microsoft Word

Excel

PowerPoint

Description du poste

Equitable is seeking a dynamic and detail oriented Producer Assistant to join our South Florida (Remote) team. You will partner with Producers to deliver high-quality service to clients, manage schedules, and prepare financial planning materials.

Your role involves document processing, communications, and supporting investments transfers as needed. This position emphasizes client service, organization, and precise handling of sensitive information so advisors can focus on building relationships