Co-op Student - Concordance and Document Specialist
Co-op Student - Concordance and Document Specialist
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Job Description
Title: Co-op Student - Concordance and Document Specialist
Reports to:Director Individual Actuarial Inforce and Policy Tax
Department:Individual
Term: Temporary Full-Time September 2 2025 December 19 2025
Work Arrangements: This is a hybrid role. You will work in our office in Waterloo ON a minimum of two (2) assigned consecutive days every other week plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.
The Opportunity:
We are searching for an industrious and self-motivated co-op student to join our Individual Actuarial Inforce and Policy Tax team as a Concordance and Document Specialist. This individual should possess exceptional communication and critical thinking skills along with a keen attention to detail.
In this role you will work in our Individual Insurance department on a team that oversees policyholder tax administration and answers complex queries related to policyholder tax and actuarial inforce business. Now is an exciting time to join one of the Waterloo Areas Top Employer for 2025 and Southwestern Ontarios Top Employers for 2024!
What you will be doing:
- Prepare a concordance document for our catalogue of communications with our policy tax expert
- Perform research to answer questions related to policyholder taxation
- Collaborate with colleagues on the Individual Actuarial Inforce and Policy Tax team to improve the documentation that supports our processes
What you will need:
- Excellent communication skills (verbal and written)
- Preferably in a legal background
- Strong critical thinking and research skills
- Strong organizational skills with a keen attention to detail
- Strong knowledge of Microsoft Excel and Word
- Strong time management skills with commitment to meeting deadlines
- Previous exposure to Individual Life and Health products and taxation is an asset
Whats in it for you:
- A healthy work-life balance with employee wellness top of mind
- We value open honest communication between team members challenging each other to continually improve
- Employee resource groups that support an inclusive work environment
- An onsite full-service cafeteria with a variety of daily options
- Regular EQ Together events focused on company togetherness and collaboration
- Compensation package includes:
- In Lieu of Benefits 4% added to each bi-weekly pay
- In Lieu of Vacation 4% added to each bi-weekly pay
- Employer provided equipment
- Opportunity to participate in our buddy program dedicated to Co-op students
This role is open due to an existing vacancy.
To learn more about Equitable we encourage you to explore our organization.
At Equitable we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at emailprotected if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
#LI-Hybrid
Other details
- Job FamilyCo-op
- Pay TypeSalary
Required Experience:
Unclear Seniority
Employment Type
Full-Time
