At Equitable, we believe great things happen when we work together. We’re 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, stride 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 handling emails and inbound calls to our Client Care Centre.
Join one of the region’s top employers and be part of something that truly makes a difference.
Work ArrangementsThis 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.
What you’ll 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 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
- 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…
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