Support Individual Wealth administration from a home office with bilingual French and English communication, transaction processing, and client service responsibilities.

At Equitable, the Individual Wealth Administrator handles new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. You will index incoming work, respond to emails and calls, and serve advisors, MGAs, policyholders, and wholesalers. The permanent full-time position is based in Alberta, with availability between 9:00 AM ET and 6:00 PM ET.

Key Responsibilities:

- Process new policies, rollovers, switches, deposits, and policy changes
- Assess administrative service requests for Individual Wealth products
- Provide written and verbal client service through multiple channels




- Reconcile simple accounts and investigate discrepancies
- Participate in indexing, projects, training, and procedural improvements

Requirements:

- Fluency in French and English, spoken, read, and written
- Passion for excellent client service and robust attention to detail
- Ability to prioritize, organize, and meet deadlines
- Strong analytical, problem-solving, communication, and interpersonal skills
- University degree, business diploma, or equivalent experience

Bring bilingual communication, transaction accuracy, and Individual Wealth service expertise to Equitable’s Alberta-based administration team.

📌 Bilingual Individual Wealth Administrator (Canada)
🏢 Equitable-C
📍 Canada