Individual Wealth Administrator
Individual Wealth Administrator
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Job Description
Position Title:Individual Wealth Administrator
Reports To: Supervisor Individual Wealth Operations
Department: Individual Wealth Operations
Term:Permanent Full-Time
Schedule: Availability between 9:00AM ET and 6:00PM ET
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 looking for a positive high energy and team-oriented individual to join our team!
The Individual Wealth Administrator is responsible for the administration of new business and in-force transactions for Non-Registered Registered Retirement Savings Plans and Tax-Free Savings Accounts acting as Gatekeeper (indexing) and handling emails and inbound calls to our Client Care Centre.
This is an exciting opportunity if you are looking to build your career at Equitable and grow within your role! Proficiency in the role can lead to Senior Individual Wealth Administrator or other roles within Equitable.
What you will be doing:
- Administer and follow processes for all products which include segregated funds GIAs and legacy products with different procedures for two of our main systems as it pertains to Non-Registered Registered Retirement Savings Plans and Tax-Free Savings Accounts
- Issue new policies rollovers switches additional deposits beneficiary changes title changes surrenders and any other changes or transactions on new or existing client policies
- Assess process and complete all administrative service requests from internal and external clients as it pertains to Individual Wealth products
- Provide excellent client relationship and servicing of our advisors MGAs policyholders and/or wholesaler team through all channels (inbound and outbound email phone mail fax and following up on pending requests)
- Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership
- Reconcile simple accounts by verifying ledger entries; investigate discrepancies and ability to make basic corrections
- Accurately handle requests within same day or otherwise specified service standard times
- Adherence to and participation in Gatekeeper rotation accountabilities including but not limited to handling the Gatekeeper queue indexing / printing items into OnBase preparing journal entries investigating and identifying incoming work received handling mail
- Participate in project work ranging from annual administrative projects (ex. Verification of Annuity Tax Free Savings Account discrepancy review FATCA / CRS review etc.) to key projects to support Individual Wealth department goals & objectives
- Continued analysis of current procedures and identify / recommend procedural improvements providing feedback and updates to procedures to ensure up to date information for processes
- Actively contribute as a team member
- Participate in ongoing training and cross training functions to become proficient in all aspects of the role
- Provide training to other Individual Wealth Administrator staff and Operations team members as required
- Adhere to daily entering of overtime and out of productivity measures
What you will bring:
- Passion and excellent in client servicing skills
- Commitment to detail and accuracy
- Ability to prioritize and organize effectively to meet deadlines
- Excellent verbal / written communication and interpersonal skills
- Strong analytical and problem-solving skills
- Prior experience or knowledge in Individual Wealth industry: Market Disruption Market timing Frequent Trading and late Trading policy and procedures as it extends to same day processing Industry products regulatory requirements and/or taxation compliance requirements for thorough transaction handling on all non-registered products for anti-money laundering legislation FATCA / CRS politically exposed persons etc.
- Excellent PC skills intermediate Excel skills
- University degree College Diploma in Business or equivalent work experience
- Must be comfortable to work overtime during peak times
- Must be comfortable making consistent outbound calls and receiving occasional inbound calls
Whats in it for you:
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program annual vacation allowance and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the companys pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- An onsite full-service cafeteria with a variety of daily options
- Discounts on company products and services and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration
As part of the recruitment/offer process you will be required to:
- Provide two professional references (minimum one supervisor and above)
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 FamilyIndividual Contributor - Transactional
- Pay TypeSalary
Required Experience:
Unclear Seniority
Employment Type
Full-Time
