Job Description

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.

Equitable is looking for a Producer Assistant to join our Bellevue, WA 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. This role is ideal for individuals who are detail-oriented, client-focused, and capable of thriving in a fast-paced environment. The position offers opportunities for professional growth and the chance to make a significant impact on client satisfaction and company success.

What You'll Be Doing

This role will support three financial advisors managing client relationships to ensure satisfaction, retention, and growth. This position involves coordinating with various internal teams to deliver exceptional service and support to clients. Attention to detail, organizational skills and accuracy are critical.

Communication:

• Prepare reports for advisors, highlighting service performance and opportunities for improvement.
• Collaborate effectively with team members while demonstrating strong independence in managing tasks.
• Facilitate effective communication between clients and internal teams, ensuring that client requirements are met.

Project Coordination:

• Coordinate client-related projects, ensuring timely delivery and adherence to quality standards.
  
• Attention to detail and organizational skills a must.
  
• Collaborate with sales, marketing, and operations teams to align client objectives with company goals.
  

Operations Support:

• Participate in addressing inquiries and resolving issues promptly.
  
• Support team members onboarding clients and modifying existing accounts.
  
• Maintain compliance records.
  

This position is an on-site role working in the Bellevue, WA office to foster collaboration and connection.

This is a Part-Time position of 30Hrs. per week. The hourly rate is $31.25. 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, Equitableprovidesa 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

Preferred Knowledge/Experience

• A bachelor's degree in finance, business administration, or a related field is preferred.
  
• Knowledge of the securities industry's rules and regulations preferred.
  
• 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
  
• Proven Success juggling multiple priorities in a heavy workload environment
  

Skills

• Strong attention to detail with a focus on accuracy.
• Excellent problem-solving skills.
• Proficient in using CRM software Salesforce, ClientWorks, Microsoft Office.
• Ability to manage multiple projects simultaneously.
• Exhibit strong verbal and written communication skills by clearly conveying complex information and updates to management.
• Maintain strict confidentiality of sensitive information and uphold high ethical standards in handling and reporting financial and compliance matters. Demonstrate strong integrity and respect for personnel data.
• Demonstrated ability to build and maintain long-term client relationships.
• A proactive approach to identifying and addressing client needs.
  

About Equitable
At Equitable, we're a 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 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. Click Careers at Equitable to learn more.

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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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