Assistant Producer (Temporary)

Equitable Schedule : Full-time Description At Equitable, our power is in our people. Those differences make us stronger as a team and a force for good in our communities. Are you ready to join an organization that will help unlock your potential?

Complete and process account applications and investment transfers. Maintaining client databases and files. Set up client information and financial planning tools. ADMINISTRATIVE FUNCTIONS (approx. Answer phones for the producer(s). Help conduct service work such as address and beneficiary changes.

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.

draft responses where

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. No complaints on the professionalism on how the call was handled.

and resolve all omissions ASAP The base salary range for this position is $42,000 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. This includes medical, dental, vision, a 401(k) plan, and paid time off. 2 years Experience in Office Environment as Admin. Asst., Incumbent will work as part of a team to provide administrative support to Producer Group.

~ committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

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.

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 View phone number on us.edajobs.com or email us at View email address on us.edajobs.com.