Support Individual Wealth administration from your British Columbia home office, using French, English, accuracy, and client service expertise daily.

At Equitable, this permanent full time administrator handles recent business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. You will serve as the initial intake point while supporting advisors, MGAs, policyholders, and wholesalers. The work includes transaction processing, communications, reconciliation, analysis, and ongoing training. Availability is required between 9:00AM ET and 6:00PM ET.

Key Responsibilities:
Administer segregated funds, GIAs, and legacy products
Process policy changes, rollovers, switches, deposits, and surrenders
Handle client requests through email, phone, mail,



and fax
Index items, manage queues, and investigate incoming work
Analyze procedures, projects, audits, and service improvements

Requirements:
Speak, read, and write French and English proficiently
Deliver excellent service with detail and accuracy
Prioritize work, meet deadlines, and organize effectively
Use PC applications and intermediate Excel skills
Hold a university degree, business diploma, or equivalent experience

Apply your bilingual communication, analytical judgment, and transaction administration skills within Equitable’s Individual Wealth department.
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📌 Bilingual Individual Wealth Administrator London
🏢 Equitable
📍 London