Producer Assistant

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. The company is seeking a dynamic and detail‑oriented Producer Assistant for the Erie, PA team. In this role you will be a key partner to Producers, serving as the primary point of contact, managing schedules and client communications, preparing financial planning materials, processing account applications, and supporting investment transfers. The position supports Financial Advisors by delivering high‑quality operational, planning, and client‑service support, allowing advisors to focus on relationship management and strategic planning.

Responsibilities

• Answer, screen, and direct incoming calls with professionalism and discretion, serving as the primary point of contact.
• Manage and organize calendars for Associates/Producers, ensuring schedules are accurate and conflict‑free.
• Coordinate logistics for client meetings, including preparation of 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, such as 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.

Pay

The base salary range for this position is $40,000 – $50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides performance‑based compensation such as base‑salary increases, spot bonuses, and short‑term incentive opportunities.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Paid time off.
• Full range of Equitable Total Rewards Program benefits (see Equitable Pay and Benefits link for details).

Requirements

Required Qualifications:

• 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.

Preferred Qualifications:

• 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.

Key Skills: Insightful listening and clear communication; confidentiality practices; self‑management of multiple concurrent objectives; project administration and management best practices.

Schedule

Full‑time.