Equitable Advisors
SPEN Producer Assistant
Equitable Advisors, California, Missouri, United States, 65018
Job Description - SPEN Producer Assistant (240000HA)Primary Location
UNITED STATES-CA-WOODLAND HILLSOrganization
EquitableSchedule
Full-timeDescriptionAt 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 will work with clients to schedule and confirm appointments, complete and process account applications and investment transfers, maintain client databases and files, set up client information and financial planning tools, and prepare client budget worksheets. Performance will be measured by:Phones: Answer phones in a timely and professional manner. Callers should not receive voicemail of a producer until directed there by the assistant. No complaints on the professionalism of how the call was handled.Scheduling: Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting, such as client quotes and file delivery, meeting room scheduling, and appointment reminders to the client.Filing: All items should be filed in a timely and accurate manner. Contact histories updated in real time.Follow-up: Follow-up on all new business submitted within 3 business days and report and resolve all omissions ASAP.Key Job ResponsibilitiesAnswer phones for the producer(s). Screen and transfer calls. Take messages if necessary.Administer calendar for the Associate/Producer Group.Ensure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference rooms.Filing: Includes printing brokerage statements and ensuring 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.QualificationsRequired QualificationsAssociate Degree or 2+ years professional work experience in an office environment as an Administrative Assistant.Preferred QualificationsDetail-oriented and organized.Able to prioritize workflow with good communication skills.Incumbent will work as part of a team to provide administrative support to the Producer Group.Excellent organizational skills and time management capabilities.Proven success juggling multiple priorities in a heavy workload environment.SkillsCommunicationUnderstanding the importance of insightful listening and communicating, and the ability to provide information and messages in a way that produces clarity and impact.ConfidentialityKnowledge 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 PrioritiesKnowledge 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 AdministrationKnowledge of project administration best practices and ability to use organizational strategies, practices, and tools for administering projects.Project ManagementKnowledge 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 EQUITABLEAt 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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UNITED STATES-CA-WOODLAND HILLSOrganization
EquitableSchedule
Full-timeDescriptionAt 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 will work with clients to schedule and confirm appointments, complete and process account applications and investment transfers, maintain client databases and files, set up client information and financial planning tools, and prepare client budget worksheets. Performance will be measured by:Phones: Answer phones in a timely and professional manner. Callers should not receive voicemail of a producer until directed there by the assistant. No complaints on the professionalism of how the call was handled.Scheduling: Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting, such as client quotes and file delivery, meeting room scheduling, and appointment reminders to the client.Filing: All items should be filed in a timely and accurate manner. Contact histories updated in real time.Follow-up: Follow-up on all new business submitted within 3 business days and report and resolve all omissions ASAP.Key Job ResponsibilitiesAnswer phones for the producer(s). Screen and transfer calls. Take messages if necessary.Administer calendar for the Associate/Producer Group.Ensure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference rooms.Filing: Includes printing brokerage statements and ensuring 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.QualificationsRequired QualificationsAssociate Degree or 2+ years professional work experience in an office environment as an Administrative Assistant.Preferred QualificationsDetail-oriented and organized.Able to prioritize workflow with good communication skills.Incumbent will work as part of a team to provide administrative support to the Producer Group.Excellent organizational skills and time management capabilities.Proven success juggling multiple priorities in a heavy workload environment.SkillsCommunicationUnderstanding the importance of insightful listening and communicating, and the ability to provide information and messages in a way that produces clarity and impact.ConfidentialityKnowledge 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 PrioritiesKnowledge 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 AdministrationKnowledge of project administration best practices and ability to use organizational strategies, practices, and tools for administering projects.Project ManagementKnowledge 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 EQUITABLEAt 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.
#J-18808-Ljbffr