Bilingual Individual Wealth Administrator

Equitable-C

Support Individual Wealth administration at Equitable from your home office, using French and English client service skills daily. Handle transactions accurately across registered products.

As an Individual Wealth Administrator, you will administer new business and in-force transactions for Non-Registered plans, RRSPs, TFSAs, and FHSAs. You will assess service requests, support advisors and policyholders, and provide plain-language communication through email and phone. Your work includes transaction processing, account reconciliation, indexing, and project participation.

Key Responsibilities:

Administer segregated funds, GIAs, and legacy products
Process policy changes, rollovers, deposits, and surrenders
Respond to client emails and inbound calls
Reconcile accounts and investigate basic discrepancies
Complete indexing, mail handling, and project work

Requirements:

Fluency in French and English, spoken and written
Commitment to detail, accuracy, and client service
Strong analytical, organizational, and problem-solving skills
Intermediate Excel and excellent PC skills
Degree, diploma, or equivalent work experience

Bring bilingual communication, transaction accuracy, and Individual Wealth knowledge to Equitable’s client-focused administration team.

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Vacancy posted 8 hours ago

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