Producer Assistant

Bellevue, WA - USA

Monthly Salary: Not Disclosed

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

What You Will Bring

Preferred Knowledge/Experience

A bachelors degree in finance business administration or a related field is preferred.
Knowledge of the securities industrys 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 Equitablewerea 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 toleveragetheir 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 Careers at Equitableto 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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at.

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About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwevehoned 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 Advisors 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 Youll 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 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 pleasereferencethe link below.

Equitable Pay and Benefits:Equitable Total Rewards Program

Required Experience:

Junior IC

What You Will BringPreferred Knowledge/ExperienceA bachelors degree in finance business administration or a related field is preferred.Knowledge of the securities industrys rules and regulations preferred.Detail oriented and organizedAble to prioritize workflow and good communication skillsIncumbent...