Wealth Management Producer Assistant

EQH; United States; On-site; USD 55,000 - 65,000; Full time

Job summary

Equitable is seeking a dynamic Producer Assistant for our Stamford, CT team. You will support Producers, manage schedules and client communications, and help prepare financial planning materials and processing accounts and transfers.

The role emphasizes operations, client service, and collaboration with advisors and internal teams to ensure precise execution and a positive client experience.

Qualifications

• 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.
• Experience supporting Financial Advisors or Wealth Management teams is a plus.

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

Skills

Communication

Confidentiality

Managing multiple priorities

Project administration

Project management

Education

Associate degree or 2 years professional administrative experience

Job description

Equitable is seeking a dynamic Producer Assistant for our Stamford, CT team. You will support Producers, manage schedules and client communications, and help prepare financial planning materials and processing accounts and transfers.

The role emphasizes operations, client service, and collaboration with advisors and internal teams to ensure precise execution and a positive client experience.