RochesterRecruiter Since 2001
the smart solution for Rochester jobs

SPEN Producer Assistant

Company: Equitable
Location: Rochester
Posted on: January 8, 2021

Job Description:

Thank you for your interest in a position with Equitable. Client liaison scheduling/confirming client appts. Complete and process account applications and investment transfers. Maintaining client databases and files. Set up client information and financial planning tools. Prepare client budget work sheets. ADMINISTRATIVE FUNCTIONS (approx. 85% of role):Answer phones for the producer(s). Screen and transfer calls. Take messages if necessary.Administer calendar for the Associate/Producer Group.Insure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s).Filing. Includes printing brokerage statements and insuring contact histories are updated.Follow-up on all new business submitted.Help conduct service work such as address and beneficiary changes.Maintain strict confidentialityUse discretion in screening calls and visitorsManage and organize calendarUtilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals.Respond to regularly occurring requests for information and regularly scheduled meetings, including Monthly Business Reviews, Branch/District meetings, and staff meetings.Use experience and knowledge to understand and anticipate administrative needs.Track incoming and outgoing correspondence and reports. Review and route as appropriate; draft responses where necessary.Initiate and assist in special projects involving Microsoft Suite (Word, Excel and PowerPoint).Maintain files and access filed material in a timely manner when requested. Goals: The goals are how the assistant's performance will be measured.Phones. Answer phones in a timely and professional manner. Callers should not receive voicemail of a producer until directed there by the assistant. No complaints on the professionalism on how the call was handled.Scheduling. Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting. Example, client quotes and file delivered to the Associate, meeting room scheduled and appointment reminder to the client.Filing. All items should be filed in a timely and accurate manner. Contact histories updated in real time.Follow-up. Follow-up on all new business submitted within 3 business days. Report and resolve all omissions ASAPThe successful candidate will have: 2 years Experience in Office Environment as Admin. Asst., or Associate Degree or higher Detail oriented and organized. Able to prioritize workflow and good communication skills. Incumbent will work as part of a team to provide administrative support to Producer Group. Excellent organizational skills and time management capabilities. Specifically, the incumbent must be able to juggle multiple priorities in a heavy workload environment. 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) 314-2195 or email us at TalentAcquisition@equitable.com.

Keywords: Equitable, Rochester , SPEN Producer Assistant, Other , Rochester, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Deliver Food with Uber - Flexible Gig
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by bringing people
Company: Uber Eats
Location: Austin
Posted on: 01/17/2021

Amazon Warehouse Associate - Earn up to $640 a week (Lancaster)
Description: Seasonal Warehouse Team MembersShifts: Overnight, Early Morning, Day, Evening, WeekendLocation:Lancaster, NYJob opportunities vary by location. We update postings daily with open positions.Hourly pay (more...)
Company: Amazon Workforce Staffing
Location: Warsaw
Posted on: 01/17/2021

91F Small Arms/Artillery Repairer
Description: Soldiers rely on their weapons to reign supreme on the battlefield. Working with everything from handguns and shotguns, to sniper rifles and ballistic missiles, the Small Arms/Artillery Repairer's main (more...)
Company: Army National Guard
Location: Buffalo
Posted on: 01/17/2021


Make up to $18/hour - Deliver with DoorDash
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Olean
Posted on: 01/17/2021

Universal Aide
Description: US-NY-LockportCategory Senior LivingType Regular Part-TimeFLSA Status Non-ExemptShift Varied ShiftsDepartment Senior LivingCorporation Name DePaul Adult Care Communities DACC NYResponsibilities br (more...)
Company: DePaul
Location: Lockport
Posted on: 01/17/2021

Make up to $18/hour - Deliver with DoorDash
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, (more...)
Company: Doordash
Location: Allegany
Posted on: 01/17/2021

92F Petroleum Supply Specialist
Description: Fuel is one of the most vital components of the Army National Guard. It's what keeps Soldiers pushing onward, and as a Petroleum Supply Specialist, you'll make sure they'll never run out. In this position, (more...)
Company: Army National Guard
Location: Buffalo
Posted on: 01/17/2021

Deliver Food with Uber Eats
Description: Deliver with Uber. Earn on your schedule. Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you. Earn Good Money. You'll earn by bringing people (more...)
Company: Uber Eats
Location: Emporium
Posted on: 01/17/2021

Various Positions
Description: Our mission is to provide incredible service and help our customers live healthier, better lives through food.
Company: Wegmans
Location: Elma
Posted on: 01/17/2021

Deliver with Uber on your Winter schedule
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by bringing people
Company: Uber Eats
Location: Emporium
Posted on: 01/17/2021

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

Rochester RSS job feeds