Producer Assistant

Job Summary

Seeking a detail-oriented Producer Assistant to join a remote team in a full-time capacity, this role will manage client communications, organize schedules, and prepare financial planning materials while supporting Financial Advisors in delivering exceptional client service.

Key responsibilities

• Serve as the primary point of contact for incoming calls and client communications
• Manage calendars for Associates/Producers, ensuring accurate and conflict-free scheduling
• Coordinate logistics for client meetings, including materials and appointment reminders

Required qualifications

• Associate degree or 2+ years of professional administrative experience in an office environment
• Highly organized and detail-oriented with the ability to manage multiple priorities
• Strong communication skills and ability to thrive in a fast-paced, team-based setting
• Proven ability to support a Producer Group while maintaining accuracy under heavy workloads