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Open nowPosted 29 hours ago

Individual Wealth Administrator

Equitable83 open roles

Where
Waterloo, ON, Canada
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Your applicationOpen nowIndividual Wealth AdministratorEquitable · Waterloo, ON, Canada

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The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 29 hours ago

The posting

The Opportunity:  At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. The Individual Wealth Administrator is responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts and First Home Savings Accounts, acting as the initial intake point (indexing), and handling emails and inbound calls to our Client Care Centre.   Join one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.  What you’ll do:

Administer and follow processes for all products which include segregated funds, GIAs, and legacy products with different procedures for two of our main systems as it pertains to Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts and First Home 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 ability to make basic corrections Accurately handle requests within same day or otherwise specified service standard times Adherence to and participation 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 (i.e. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) to key projects to support Individual Wealth department goals and objectives Continued analysis of current procedures and identify / recommend procedural improvements, providing feedback and updates to procedures to ensure up to date information for processes Participate in ongoing training and cross training functions to become proficient in all aspects of the role Perform and record Root Cause Analysis (RCA) for errors found in quality audit Adhere to daily entering of overtime and out of productivity measures

  What you’ll bring:

Passion for delivering excellent client service Commitment to detail and accuracy Ability to prioritize and organize effectively to meet deadlines Excellent verbal / written communication and interpersonal skills Strong analytical and problem-solving skills Prior experience or knowledge in Individual Wealth industry: 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 for, anti-money laundering legislation, FATCA / CRS, politically exposed persons, etc. Excellent PC skills, intermediate Excel skills University degree, College Diploma in Business or equivalent work experience Must be comfortable to work overtime during peak times and Must be comfortable making outbound calls and receiving inbound calls Fluency in both French and English is an asset for this position, including the ability to speak, read, and write proficiently in both languages

What’s in it for you:

Career Growth: Regular learning sessions and development opportunities  Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching  Time Away: Competitive vacation plus one paid volunteer day each year Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

We’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We’re happy to help.   If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. This position is open and we are excited to find the right person to join our team. Your base pay will be based on your skills, qualifications, experience and education.    At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.   As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.       Reports To: Supervisor, Individual Wealth OperationsDepartment: Individual Wealth Term:  Permanent Full-TimeSchedule: Availability between 9:00AM ET and 6:00PM ET Start Date: December 2026  

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