About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe’vehoned 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

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe’vehoned 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

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 organizedAble to prioritize workflow and good communication skillsIncumbent will work as part of a team to provide administrative support to Producer GroupExcellent organizational skills and time management capabilitiesProven Success juggling multiple priorities in a heavy workload environmentPrior 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’rea 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 toleveragetheir 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.ClickCareers at Equitableto 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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein 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 atTalentAcquisition@equitable.com.

#ANCHOR

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 organizedAble to prioritize workflow and good communication skillsIncumbent will work as part of a team to provide administrative support to Producer GroupExcellent organizational skills and time management capabilitiesProven Success juggling multiple priorities in a heavy workload environmentPrior 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’rea 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 toleveragetheir 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.ClickCareers at Equitableto 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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein 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 atTalentAcquisition@equitable.com.

#ANCHOR