Individual Wealth Administrator Bilingual (EnglishFrench)

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive Individual Wealth Administrator is responsible for the administration of new business and in-force transactions for Non-Registered Registered Retirement Savings Plans Tax-Free Savings Accounts and First Home Savings Accounts acting as the initial intake point (indexing) and handling emails and inbound calls to our Client Care one of the regions top employers and be part of something that truly makes a Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo ON or another assigned location within the Waterloo Region on an as needed basis. Sales related roles may be required to travel based on the assignment. What youll do:Administer and follow processes for all products which include segregated funds GIAs and legacy products with different procedures for two of our main systems as it pertains to Non-Registered Registered Retirement Savings Plans Tax-Free Savings Accounts and First Home Savings AccountsIssue new policies rollovers switches additional deposits beneficiary changes title changes surrenders and any other changes or transactions on new or existing client policiesAssess process and complete all administrative service requests from internal and external clients as it pertains to Individual Wealth productsProvide excellent client relationship and servicing of our advisors MGAs policyholders and/or wholesaler team through all channels (inbound and outbound email phone mail fax and following up on pending requests)Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnershipReconcile simple accounts by verifying ledger entries; investigate discrepancies and ability to make basic correctionsAccurately handle requests within same day or otherwise specified service standard timesAdherence to and participation in Gatekeeper rotation accountabilities including but not limited to handling the Gatekeeper queue indexing / printing items into OnBase preparing journal entries investigating and identifying incoming work received handling mailParticipate in project work ranging from annual administrative projects (i.e. Verification of Annuity Tax Free Savings Account discrepancy review FATCA / CRS review etc.) to key projects to support Individual Wealth department goals and objectivesContinued analysis of current procedures and identify / recommend procedural improvements providing feedback and updates to procedures to ensure up to date information for processesParticipate in ongoing training and cross training functions to become proficient in all aspects of the rolePerform and record Root Cause Analysis (RCA) for errors found in quality audit Adhere to daily entering of overtime and out of productivity measuresWhat youll bring:Fluency in both French and English is required for this position including the ability to speak read and write proficiently in both languagesPassion for delivering excellent client serviceCommitment to detail and accuracyAbility to prioritize and organize effectively to meet deadlinesExcellent verbal / written communication and interpersonal skillsStrong analytical and problem-solving skillsPrior experience or knowledge in Individual Wealth industry: Market Disruption Market Timing Frequent Trading and late Trading policy and procedures as it extends to same day processing Industry products regulatory requirements and/or taxation compliance requirements for thorough transaction handling on all non-registered products for anti-money laundering legislation FATCA / CRS politically exposed persons PC skills intermediate Excel skillsUniversity degree College Diploma in Business or equivalent work experienceMust be comfortable to work overtime during peak times andMust be comfortable making outbound calls and receiving inbound calls Fluency in both French and English is an asset for this position including the ability to speak read and write proficiently in both languagesWhats in it for you: Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachWere committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to help. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats included. This position is open and we are excited to find the right person to join our base pay will be based on your skills qualifications experience and education. At Equitable your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process but we believe that evaluating experience skills and talent potential requires meaningful human interaction. As part of our commitment to maintaining a secure and trusted workplace candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company To: Supervisor Individual Wealth OperationsDepartment: Individual Wealth Term: Permanent Full-TimeSchedule: Availability between 9:00AM ET and 6:00PM ETLocation: OttawaStart Date: December 2026

Required Experience:

Unclear Seniority