Canada onlyAt Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. 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.
Requirements
- Bilingual skills in French and English are required
- Passion for delivering excellent client service
- 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
Benefits
- Discretionary annual incentive award tied to business performance
- Wide range of competitive benefits
United States
