Manage Individual Wealth transactions from a 100% home office in British Columbia, using bilingual communication, accuracy, and client service skills daily.

As an Individual Wealth Administrator at Equitable, you will administer new business and in-force transactions. You will support Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. The work includes indexing, service requests, account reconciliation, and communication with advisors, policyholders, and internal teams.

Key Responsibilities:

- Administer segregated funds, GIAs, and legacy products
- Process policy changes, rollovers, deposits, and beneficiary updates
- Handle emails, calls, mail, fax, and pending requests




- Reconcile accounts and investigate basic discrepancies
- Complete indexing, journal entries, and Gatekeeper queue tasks

Requirements:

- Fluency in French and English is required
- Commitment to detail, accuracy, and service standards
- Solid analytical, organizational, and problem-solving skills
- Intermediate Excel and excellent PC skills
- University degree, business diploma, or equivalent experience

Support Equitable clients and advisors through accurate Individual Wealth administration, bilingual service, and timely transaction processing from British Columbia.

📌 Individual Wealth Administrator British Columbia (Canada)
🏢 Equitable
📍 Canada