Producer Assistant

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe’vehoned since 1859.

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe’vehoned since 1859. Equitable is seeking a dynamic and detail oriented Producer Assistant to join our Stamford, CT team. In this role, you will be a key partner to our Producer(s), helping deliver a seamless, high quality experience to our clients. You’ll serve as a primary point of contact, manage schedules and client communications, and play a critical role in preparing financial planning materials, processing account applications, and supporting investment transfers.

The Producer Assistant plays an integral role in supporting Financial Advisors by delivering high quality operational, planning, and client service support. This position partners closely with advisors, internal teams, and clients to ensure efficient execution of service requests, accuracy of documentation, and a consistently positive client experience. The Producer Assistant enables advisors to focus on relationship management and strategic planning while ensuring day to day operations are handled with precision and care.

• Serve as the primary point of contact by answering, screening, and directing incoming calls with professionalism and discretion
• Manage and organize calendars for Associates/Producers, ensuring schedules are accurate and conflict free
• Coordinate all logistics for client meetings, including client materials, appointment reminders, and conference room reservations
• Track and follow up on new business submissions within three business days; identify and resolve omissions promptly
• Maintain accurate records through timely filing, contact history updates, and correspondence tracking
• Provide administrative client service support, including address and beneficiary updates
• Support recurring meetings, reports, and special projects using Microsoft Word, Excel, and Power Point
• Handle incoming and outgoing correspondence; review, route, and draft responses as needed
• Maintain strict confidentiality while exercising sound judgment when interacting with clients, visitors, and financial professionals

The base salary range for this position is $55,000 - $65,000. 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 refer to the link below.

Equitable Total Rewards Program

• Associate degree or 2+ years of professional administrative experience in an office environment
• Highly organized, detail oriented, and able to manage multiple priorities with confidence
• Strong communicator who thrives in a fast paced, team based setting
• Proven ability to support a Producer Group while maintaining accuracy under heavy workloads

• Prior experience supporting Financial Advisors or Wealth Management teams
• Knowledge of investment, insurance, or financial planning products
• Experience working in a regulated or compliance driven environment

Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way…