Producer Assistant ( 2600003I ) **Primary Location** : UNITED STATES-TX-Houston **Organization** : Equitable **Schedule** : Full-time **About the Role** At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Producer Assistant to join our Houston, TX team. The Producer Assistant will 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. **What You’ll Be Doing** + 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) This position is an on-site role working in the Houston, TX office to foster collaboration and connection. The base salary range for this position is $40,000-$50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases and spot bonuses. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001) **What You Will Bring** + Associate Degree or 2 years professional work experience in office environment as Administrative Assistant role + Proficiency with Microsoft Office (Especially Outlook calendar scheduling; Word; Excel) 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 + Prior experience coordinating meetings, calendars or events (professional, volunteer, academic or hospitality) + Familiarity with CRM systems and structured data entry best practices **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 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. Click **Careers at Equitable** to learn more. ****** 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** . \#ANCHOR **Req ID:** 2600003I