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 processesProcess policy changes, deposits, rollovers, switches,



and surrendersComplete client service requests within specified standardsReconcile simple accounts and investigate discrepanciesParticipate in Gatekeeper, project, training, and quality activitiesRequirements:Fluency in French and English, spoken and writtenPassion for excellent client serviceStrong accuracy, organization, and prioritization skillsAnalytical, problem-solving, and communication abilitiesUniversity degree, Business diploma, or equivalent experienceApply bilingual communication, transaction expertise, and careful administration to support Equitable's Individual Wealth clients and advisors.

📌 Bilingual Wealth Administration Specialist (Calgary)
🏢 Equitable
📍 Calgary