SPEN Producer Assistant

3 weeks ago

Cherry Hill, United States Equitable Full time

Description

At 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?

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 ASAP

The base salary range for this position is $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, spot bonuses, and short-term incentive compensation opportunities. 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: 

Qualifications

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