Job Information
Equitable Producer Assistant, Fredericksburg, VA in Washington, District Of Columbia
Producer Assistant, Fredericksburg, VA ( 240000IY )
Primary Location : UNITED STATES-DC-Washington
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Equitable is looking for a Producer Assistant to join our team. The Producer Assistant 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.
Key Job Responsibilities
Provide telephone support for Advisors by fielding calls and handling requests/ directing clients to the Advisor as appropriate
Salesforce Maintenance
Salesforce Reports
Run monthly Annual Review reports in Salesforce & e-mail to Advisors
Other Salesforce reports as needed
New Business Support
Prepare new business forms as directed by Advisors
Track and follow-up on new business as directed by Advisors
Post-Issue Client Support
Prepare, process, and track beneficiary changes, rebalances, and other service-related issues
Update Salesforce with new client information as needed (i.e. address changes; new financial info obtained from Client Profiles, etc.)
Process SRA requests
Obtain TPA authorizations when necessary
Client Reviews
Assist with preparing for Annual Client reviews and other client meetings as directed by case managers.
Creating/Updating Asset Maps
Broadridge/Morningstar Reports Community Financial Group- For Internal Use Only
Reviewing Paperclip files for previous meeting notes
Compiling account information (beneficiaries, statements, current withdrawal/contribution information)
Preparing Service Forms
Assist with reviewing incoming correspondence
Scanning Document(s) to Paperclip, and follow-up as needed (which may include passing the issue on to the Advisors as needed).
My Marketing Station
Other duties as needed:
Pinpoint
Paperclip
Scheduling client appointments
Etc. (all around support of the Advisor’s practice)
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Qualifications
Required Qualifications
- Associate Degree or 2 years professional work experience in office environment as Administrative Assistant role
Preferred Qualifications
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
Skills
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.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
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Req ID: 240000IY