Individual Wealth Administrator in Waterloo

Become an Individual Wealth Administrator at Equitable in Waterloo, ON, a hybrid role focused on client service and transactions. Join a purpose-driven company dedicated to assisting Canadians.

At Equitable, we prioritize collaboration and care. In this permanent full-time position, you will manage Non-Registered and Registered Retirement accounts, focusing on new business and in-force transactions. Key responsibilities include serving internal and external clients, processing service requests, and administrative operations with accuracy and detail.

Key Responsibilities:

• Administer Non-Registered, RRSPs, and other account transactions

• Process new policies, beneficiary changes, and title changes

• Manage incoming service requests from clients

• Ensure accurate account reconciliations and transaction handling

• Participate in procedural improvements and project work

Requirements:

• Detail-oriented with strong organizational skills

• Experience in Individual Wealth industry practices

• Proficient in Excel and excellent communication skills

• College Diploma or equivalent experience

• Bilingual in French and English is an asset

Deliver exceptional client service while growing your expertise in wealth administration at Equitable.