# Job Position
**Position:** SPEN Producer Assistant

**Company:** Equitable

**Location:** Conshohocken, PA

**Work Type:** Full-time

**Experience Level:** Mid-Senior level

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## Job Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

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 Assoc