Job Description

Description

Prestige Wealth Strategies is looking for a Producer Assistant to join our team in our Orchard Park, NY office. The Producer Assistant assists with developing and maintaining excellent relationships with the clients, focusing solely on the assigned Advisor’s clients. This position reports to the assigned Advisor(s) directly.

The Producer Assistant will support the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

Key Job Responsibilities

• Answer phones for the producer(s). Screen and transfer calls. Take messages if necessary
• Manage and organize calendar for the Advisor/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
• Prepare and submit new account and service paperwork. Follow-up on all new business submitted. Report and resolve all omissions ASAP
• Help conduct service work such as address and beneficiary changes
• Maintain strict confidentiality
• Utilize 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

Required Qualifications

• Associate degree or 2+ years professional work experience in office environment as Administrative Assistant role

Preferred Qualifications

• Detail oriented and organized
• Able to prioritize workflow and good communication skills
• Excellent organizational skills and time management capabilities
• Proven success juggling multiple priorities in a heavy workload environment

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 and 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.

ABOUT PRESTIGE WEALTH STRATEGIES

At Prestige Wealth Strategies, we’re a team of 20 advisors; 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.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

**********

Prestige Wealth Strategies 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.

Job Tags

Similar Jobs