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.

Equitable is seeking a dynamic and detail oriented Producer Assistant to join our Latham, 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.

As a Producer Assistant, you'll bring organization, professionalism, and discretion to everything you do--ensuring meetings are well prepared, records are accurate, and follow-ups are timely. This is an exciting opportunity for someone who thrives in a fast-paced, client focused environment, and enjoys being at the center of a collaborative team that helps clients move confidently toward their financial goals.

What You'll Be Doing

• 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

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 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.

For 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 refer to the link below.

Equitable Pay and Benefits : Equitable Total Rewards Program