Support Individual Wealth administration at Equitable from your home office, using French and English client service skills daily. Handle transactions accurately across registered products.
As an Individual Wealth Administrator, you will administer new business and in-force transactions for Non-Registered plans, RRSPs, TFSAs, and FHSAs. You will assess service requests, support advisors and policyholders, and provide plain-language communication through email and phone. Your work includes transaction processing, account reconciliation, indexing, and project participation.
Key Responsibilities:
- Administer segregated funds, GIAs, and legacy products
- Process policy changes, rollovers, deposits, and surrenders
- Respond to client emails and inbound calls
- Reconcile accounts and investigate basic discrepancies
- Complete indexing, mail handling, and project work
Requirements:
- Fluency in French and English, spoken and written
- Commitment to detail, accuracy, and client service
- Strong analytical, organizational, and problem-solving skills
- Intermediate Excel and excellent PC skills
- Degree, diploma, or equivalent work experience
Bring bilingual communication, transaction accuracy, and Individual Wealth knowledge to Equitable's client-focused administration team.
Bilingual Individual Wealth Administrator in Ottawa 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.
