Manage Individual Wealth transactions from a 100% home office in British Columbia, using bilingual communication, accuracy, and client service skills daily.
As an Individual Wealth Administrator at Equitable, you will administer new business and in-force transactions. You will support Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. The work includes indexing, service requests, account reconciliation, and communication with advisors, policyholders, and internal teams.
Key Responsibilities:
- Administer segregated funds, GIAs, and legacy products
- Process policy changes, rollovers, deposits, and beneficiary updates
- Handle emails, calls, mail, fax, and pending requests
- Reconcile accounts and investigate basic discrepancies
- Complete indexing, journal entries, and Gatekeeper queue tasks
Requirements:
- Fluency in French and English is required
- Commitment to detail, accuracy, and service standards
- Strong analytical, organizational, and problem-solving skills
- Intermediate Excel and excellent PC skills
- University degree, business diploma, or equivalent experience
Support Equitable clients and advisors through accurate Individual Wealth administration, bilingual service, and timely transaction processing from British Columbia.
Individual Wealth Administrator British Columbia in Alton employer: Equitable
Equitable is an exceptional employer that prioritizes a values-driven culture, fostering an environment where your expertise in the life insurance market can truly thrive. With a focus on employee growth and development, this remote position offers the flexibility to balance work and life while driving impactful sales strategies alongside WFG Advisors. Join a team that values meaningful connections and supports your professional journey in the insurance industry.
