Support Individual Wealth administration for Equitable from your home office, using bilingual communication, accuracy, and strong client service skills daily.

As an Individual Wealth Administrator, you will process current business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. You will support advisors, policyholders, wholesalers, and internal teams while handling indexing, emails, and inbound calls.

Key Responsibilities:
Administer Individual Wealth products using established processes
Process policy changes, deposits, rollovers, switches, and surrenders
Complete client service requests within specified standards




Reconcile straightforward accounts and investigate discrepancies
Participate in Gatekeeper, project, training, and quality activities

Requirements:
Fluency in French and English, spoken and written
Passion for excellent client service
Solid accuracy, organization, and prioritization skills
Analytical, problem-solving, and communication abilities
University degree, Business diploma, or equivalent experience

Apply bilingual communication, transaction expertise, and careful administration to support Equitable’s Individual Wealth clients and advisors.
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📌 Bilingual Wealth Administration Specialist Ottawa
🏢 Equitable
📍 Ottawa