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Remote Individual Wealth Administrator Role

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Equitable
πŸ“ ottawa, Canada
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Location ottawa
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Posted June 01, 2026
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Commute Local Area
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Job Description

Step into the role of Individual Wealth Administrator with Equitable, working from home and contributing to client success in managing wealth and financial solutions. Be part of an engaging team.

In this remote full-time position at Equitable, you'll navigate the complexities of client account management involving Non-Registered and Registered Retirement Savings Plans. Your attention to detail and client service skills will be crucial for ongoing success. Opportunities for career advancement are available as you excel in the role.

Key Responsibilities:
β€’ Process transactions and administer financial products
β€’ Provide high-quality service to clients and advisors
β€’ Execute administrative tasks with accuracy and efficiency
β€’ Collaborate on projects to improve departmental processes
β€’ Train team members on wealth administration tasks

Requirements:
β€’ Bilingualism in French and English is required
β€’ Analytical ...

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πŸ“ Location Details

πŸŒ†
City
ottawa
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Country
Canada
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Commute
Local Area

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