SPAN Producer Assistant

Job Number: 6185

Job Number: 200004AQ

External Description: Thank you for your interest in a position with Equitable.

Client liaison scheduling/confirming client appts. Complete and process account applications and investment transfers. Maintaining client databases and files. Set up client information and financial planning tools. Prepare client budget work sheets.

ADMINISTRATIVE FUNCTIONS (approx. 85% of role):
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.

Goals: The goals are how the assistant's performance will be measured.
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 on how the call was handled.
Scheduling. Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting. Example, client quotes and file delivered to the Associate, meeting room scheduled and appointment reminder 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. Report and resolve all omissions ASAPThe successful candidate will have:

• 2 years Experience in Office Environment as Admin. Asst., or Associate Degree or higher
  
• 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. Specifically, the incumbent must be able to juggle multiple priorities in a heavy workload environment.
  

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) 314-2195 or email us at TalentAcquisition@equitable.com.

Community / Marketing Title: SPAN Producer Assistant

Location_formattedLocationLong: Pa, Pennsylvania US