%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EAbout the Role%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-bidi-language:EN-US;%22%3EAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission%26nbsp;we’ve%26nbsp;honed since 1859. %26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable is looking for a Producer Assistant to join our Williamsville%3Cspan style=%22mso-highlight:yellow;mso-shading:white;mso-themecolor:background2;mso-themeshade:128;%22%3E, NY%3C/span%3E%3Cspan style=%22mso-themecolor:background2;mso-themeshade:128;%22%3E %3C/span%3Eteam.%3Cspan style=%22mso-spacerun:yes;%22%3E%26nbsp; %3C/span%3EThe 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.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%26nbsp;%3Cstrong%3EWhat You’ll Be Doing%3C/strong%3E%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EProvide telephone support for Advisors by fielding calls and handling requests/ directing clients to the Advisor as appropriate%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ESalesforce Maintenance%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ESalesforce Reports%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ERun monthly Annual Review reports in Salesforce %26amp; e-mail to Advisors%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EOther Salesforce reports as needed%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ENew Business Support%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPrepare new business forms as directed by Advisors%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ETrack and follow-up on new business as directed by Advisors%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPost-Issue Client Support%3C/span%3E%3C/p%3E%3C/li%3E%3C/ul%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPrepare, process, and track beneficiary changes, rebalances, and other service-related issues%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EUpdate Salesforce with new client information as needed (i.e. address changes; new financial info obtained from Client Profiles, etc.%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EProcess SRA requests%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EObtain TPA authorizations when necessary%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EClient Reviews%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%26nbsp;Assist with preparing for Annual Client reviews and other client meetings as directed by case managers.%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ECreating/Updating Asset Maps%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EBroadridge/Morningstar Reports Community Financial Group- For Internal Use Only%3Cspan style=%22mso-spacerun:yes;%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EReviewing Paperclip files for previous meeting notes%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ECompiling account information (beneficiaries, statements, current withdrawal/contribution information)%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPreparing Service Forms%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAssist with reviewing incoming correspondence%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EScanning Document(s) to Paperclip, and follow-up as needed (which may include passing the issue on to the Advisors as needed).%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EMy Marketing Station%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EOther duties as needed:%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPinpoint%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPaperclip%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EScheduling client appointments%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEtc. (all around support of the Advisor’s practice)%3C/span%3E%3C/p%3E%3C/li%3E%3C/ul%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-color-alt:windowtext;%22%3EThis position is an on-site role working in the Williamsville, NY office to foster collaboration and connection.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EThe base salary for this position is %2450,000. 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 and spot bonuses. Eligibility for these programs depends on level and functional area of responsibility.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3EFor 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 %3C/span%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:url(%26quot;data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4=%26quot;);background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3Ereference%3C/span%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E the link below.%3C/span%3E%3Cspan class=%22EOP SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-ccp-props=%22{}%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3EEquitable Pay and Benefits: %3C/span%3E%3C/span%3E%3Ca class=%22Hyperlink SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;color:inherit;cursor:text;margin:0px;padding:0px;text-decoration:none;user-select:text;%22 href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22 target=%22_blank%22 rel=%22noreferrer noopener%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun Underlined SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-charstyle=%22Hyperlink%22%3E%3Cu%3EEquitable Total Rewards Program%3C/u%3E%3C/span%3E%3C/span%3E%3C/a%3E%3Ca href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E%26nbsp;%3C/span%3E%3Cspan class=%22EOP SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-ccp-props=%22{}%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/a%3E%3C/p%3E
What You Will Bring
Preferred Qualifications
Skills
Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.
Confidentiality: Knowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
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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