The Opportunity At Equitable, we are 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. 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 and Tax‑Free Savings Accounts Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders and 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 (ex. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA/CRS review, etc.) to key projects to support Individual Wealth department goals & objectives Continued analysis of current procedures and identify/recommend procedural improvements, providing feedback and updates to procedures to keep information up‑to‑date 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 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, industry products, regulatory requirements, taxation, compliance requirements for thorough transaction handling on all non‑registered products, 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 working overtime during peak times Must be comfortable making outbound calls and receiving inbound calls 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 At Equitable, 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 . Base pay will be based on your skills, qualifications, experience and education. This role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits. 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 #J-18808-Ljbffr