Individual Wealth Administrator

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

We are a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our 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 outcomes.

The 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 handing emails and inbound calls to our Client Care Centre.

Additionally, this is an exciting opportunity if you are looking to build your career at Equitable and grow within your role! Proficiency in the role can lead to Senior Individual Wealth Administrator or other roles within Equitable.

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 some roles that are required to work in our office more than the minimum requirement.

• 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 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 (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 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
• Participate in ongoing training and cross training functions to become proficient in all aspects of the role
• Perform and record Root Cause Analysis (RCA) for errors found in quality audit
• Adhere to daily entering of overtime and out of productivity measures

• 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 non-registered products for, anti-money laundering legislation, FATCA / CRS, politically exposed persons, etc.
• University degree, College Diploma in Business or equivalent work experience
• Must be comfortable to work overtime during peak times and
• Must 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 languages

• Career Growth:
  Regular learning sessions and…