Support Individual Wealth administration for Equitable from your home office, using bilingual communication, accuracy, and strong client service skills daily.
As an Individual Wealth Administrator, you will process new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. You will support advisors, policyholders, wholesalers, and internal teams while handling indexing, emails, and inbound calls.
Key Responsibilities:
- Administer Individual Wealth products using established processes
- Process policy changes, deposits, rollovers, switches, and surrenders
- Complete client service requests within specified standards
- Reconcile simple accounts and investigate discrepancies
- Participate in Gatekeeper, project, training, and quality activities
Requirements:
- Fluency in French and English, spoken and written
- Passion for excellent client service
- Strong accuracy, organization, and prioritization skills
- Analytical, problem-solving, and communication abilities
- University degree, Business diploma, or equivalent experience
Apply bilingual communication, transaction expertise, and careful administration to support Equitable's Individual Wealth clients and advisors.
Bilingual Wealth Administration Specialist in Montréal 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.
