Producer Assistant

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 are seeking a dynamic and detail-oriented Producer Assistant to join our San Antonio, TX 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.

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

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

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

Pay

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.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan
• Paid time off

Schedule

Full-time

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.