Individual Wealth Administrator

Individual Wealth Administrator

Equitable

Position:
Individual Wealth Administrator (Permanent Full-Time)

Reports To:

Supervisor, Individual Wealth Operations

Department:
Individual Wealth Operations

Schedule:

Availability between 9:00AM ET and 6:00PM ET

Work Arrangements:
This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be positions that require you to work in the office more.

Equitable is a leading financial services company that values a supportive, collaborative environment. Our mission is to make a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way.

This role supports the administration of new business and in‑force transactions for Non‑Registered, Registered Retirement Savings Plans, and Tax‑Free Savings Accounts. You will act as Gatekeeper, index documents, and handle emails and inbound calls to our Client Care Centre. The successful candidate will help build their career within Equitable, potentially progressing to Senior Individual Wealth Administrator or other roles.

• 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 and Tax‑Free Savings Accounts;
• Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders and any other changes or transactions on new or existing client policies;
• Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Individual Wealth products;
• Provide 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 partnership;
• Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and ability to make basic corrections;
• Accurately handle requests within same day or otherwise specified service standard times;
• Adherence 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 mail;
• Participate in project work ranging from annual administrative projects (ex. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) to key projects to support Individual Wealth department goals & objectives;
• Continued analysis of current procedures and identify / recommend procedural improvements, providing feedback and updates to procedures to ensure up to date information for processes;
• Actively contribute as a team member;
• Participate in ongoing training and cross training functions to become proficient in all aspects of the role;
• Provide training to other Individual Wealth Administrator staff and Operations team members as required;
• Adhere to daily entering of overtime and out of productivity measures.

• Passion for delivering excellent client service;
• Commitment to detail and accuracy;
• Ability to prioritize and organize effectively to meet deadlines;
• Excellent verbal / written communication and interpersonal skills;
• Strong analytical and problem‑solving skills;
• Prior 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…