Producer Assistant

Job Description

Producer Assistant
Salary: $37,000 – $47,000
Full Time
Miami, FL
Administrative Assistant
What You’ll Be Doing

Serve as the primary point of contact by answering, screening, and directing incoming calls with professionalism and discretion
Manage and organize calendars for Associates/Producers, ensuring schedules are accurate and conflict free
Coordinate all logistics for client meetings, including client materials, appointment reminders, and conference room reservations
Track and follow up on new business submissions within three business days; identify and resolve omissions promptly
Maintain accurate records through timely filing, contact history updates, and correspondence tracking
Provide administrative client service support, including address and beneficiary updates
Support recurring meetings, reports, and special projects using Microsoft Word, Excel, and PowerPoint
Handle incoming and outgoing correspondence; review, route, and draft responses as needed
Maintain strict confidentiality while exercising sound judgment when interacting with clients, visitors, and financial professionals