Remote Individual Wealth Administrator Role
Location
ottawa, on
Job Type
Full-time
Category
IT & Technology
Posted
June 01, 2026
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:
• Process transactions and administer financial products
• Provide high-quality service to clients and advisors
• Execute administrative tasks with accuracy and efficiency
• Collaborate on projects to improve departmental processes
• Train team members on wealth administration tasks
Requirements:
• Bilingualism in French and English is required
• Analytical ...
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:
• Process transactions and administer financial products
• Provide high-quality service to clients and advisors
• Execute administrative tasks with accuracy and efficiency
• Collaborate on projects to improve departmental processes
• Train team members on wealth administration tasks
Requirements:
• Bilingualism in French and English is required
• Analytical ...