Support Individual Wealth administration from your British Columbia home office, using French, English, accuracy, and client service expertise daily.
At Equitable, this permanent full-time administrator handles new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. You will serve as the initial intake point while supporting advisors, MGAs, policyholders, and wholesalers. The work includes transaction processing, communications, reconciliation, analysis, and ongoing training. Availability is required between 9:00AM ET and 6:00PM ET.
Key Responsibilities:
- Administer segregated funds, GIAs, and legacy products
- Process policy changes, rollovers, switches, deposits, and surrenders
- Handle client requests through email, phone, mail, and fax
- Index items, manage queues, and investigate incoming work
- Analyze procedures, projects, audits, and service improvements
Requirements:
- Speak, read, and write French and English proficiently
- Deliver excellent service with detail and accuracy
- Prioritize work, meet deadlines, and organize effectively
- Use PC applications and intermediate Excel skills
- Hold a university degree, business diploma, or equivalent experience
Apply your bilingual communication, analytical judgment, and transaction administration skills within Equitable's Individual Wealth department.
Bilingual Individual Wealth Administrator in Alton employer: Equitable-C
Equitable is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly impact the quality of our technology solutions. Located in a vibrant community, we offer competitive benefits, continuous learning opportunities, and a commitment to employee growth, ensuring that you thrive both personally and professionally while making a meaningful difference in the lives of our clients.
