Role OverviewThe Producer Assistant plays an integral role in supporting Financial Advisors by delivering high quality operational, planning, and client service support.
What You Will Do
Serve as the primary point of contact, manage schedules and client communications, prepare financial planning materials, process account applications, and support investment transfers.
Why It Might Be a Fit
The Producer Assistant enables advisors to focus on relationship management and strategic planning while ensuring day to day operations are handled with precision and care.
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
Benefits
- Medical
- Dental
- Vision
- 401(k) plan
- Paid time off
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