Individual Wealth Administrator - Bilingual, Kingston

Job Description Equitable is a Canadian mutual company driven by purpose—putting people first and helping Canadians protect today and prepare for tomorrow.

Work Arrangements You will work from your home office 100% of the time. You may be required to be in‑person at our office in Waterloo, ON or another assigned location within the Waterloo Region on an as needed basis. Sales related roles may be required to travel based on the assignment.

What You’ll Do

Administer and follow processes for all products including segregated funds, GIAs, and legacy products with different procedures for our main systems as it pertains to Non‑Registered, Registered Retirement Savings Plans and Tax‑Free 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 make basic corrections.

Accurately handle requests within same day or otherwise specified service standard times.

Adhere to and participate 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 (e.g., Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA/CRS review) to key projects to support Individual Wealth department goals&objectives.

Analyze current procedures and recommend procedural improvements, providing feedback and updates to procedures to ensure up‑to‑date information for processes.

Actively contribute as a team member.

Participate in ongoing training and cross‑training functions to become proficient in all aspects of the role.

Provide training to other Individual Wealth Administrator staff and Operations team members as required.

Adhere to daily entering of overtime and out‑of‑productivity measures.

What You’ll Bring

Bilingual skills in French and English are required.

Commitment to detail and accuracy.

Ability to prioritize and organize effectively to meet deadlines.

Excellent verbal and written communication and interpersonal skills.

Strong analytical and problem‑solving skills.

Prior experience or knowledge in the Individual Wealth industry—including market disruption, market timing, frequent trading and late trading policy and procedures as it extends to same‑day processing; industry products, regulatory requirements and/or taxation; compliance requirements for thorough transaction handling on all non‑registered products, anti‑money laundering legislation, FATCA/CRS, politically exposed persons, etc.

University degree, College Diploma in Business or equivalent work experience.

Must be comfortable to work overtime during peak times.

Must be comfortable making outbound calls and receiving inbound calls.

Benefits and Compensation Your base pay will be based on your skills, qualifications, experience, and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

Additional Information Reports To: Supervisor, Individual Wealth Operations

Department: Individual Wealth Operations

Term: Permanent Full‑Time

Schedule: Availability between 9:00 AM ET and 6:00 PM ET

Location: Ottawa and surrounding areas

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience.

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