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About the Role

Equitable is seeking a dynamic and detail-oriented Producer Assistant to join our Williamsville, NY 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 Paraplanner enables advisors to focus on relationship management and strategic planning while ensuring day-to-day operations are handled with precision and care.

Responsibilities

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 PowerPoint
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

Requirements

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

Skills

Communication
Confidentiality
Managing Multiple Priorities
Project Administration
Project Management

Location

Williamsville, NY

Work Type

Full-time

Experience Level

2+ years of professional administrative experience

Education Level

Associate degree

Salary/Compensations

$35,883.20 - $45,883.20

Benefits

Medical
Dental
Vision
401(k) plan
Paid time off

About the Company

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.
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.

Equal Opportunity

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.