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Equitable · 17 hours ago

Producer Assistant

Burlington, VT

Full-time

Onsite

Entry Level

$40K/yr - $50K/yr

2+ years exp

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Producer Assistant who will manage client appointments, maintain databases, and ensure all client-related materials are prepared in a timely manner.

BankingConsultingFinancial Services

Responsibilities

Answer phones for the producer(s). Screen and transfer calls. Take messages if necessary

Administer calendar for the Associate/Producer Group

Insure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s)

Filing. Includes printing brokerage statements and insuring contact histories are updated

Follow-up on all new business submitted

Help conduct service work such as address and beneficiary changes

Maintain strict confidentiality

Use discretion in screening calls and visitors

Manage and organize calendar

Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals

Respond to regularly occurring requests for information and regularly scheduled meetings, including Monthly Business Reviews, Branch/District meetings, and staff meetings

Use experience and knowledge to understand and anticipate administrative needs

Track incoming and outgoing correspondence and reports. Review and route as appropriate; draft responses where necessary

Initiate and assist in special projects involving Microsoft Suite (Word, Excel and PowerPoint)

Maintain files and access filed material in a timely manner when requested