Individual Wealth Administrator - Bilingual (English/French)

Opportunity

Duties

• Administer transactions for non-registered accounts, RRSPs, TFSAs, FHSAs, segregated funds, GIAs, and legacy products across applicable systems.
• Issue policies and process rollovers, switches, deposits, beneficiary or title changes, surrenders, and other policy transactions.
• Process administrative service requests and provide client service by email, phone, mail, and fax, including follow-up on pending requests.
• Reconcile simple accounts, verify ledger entries, investigate discrepancies, and make basic corrections.
• Meet same-day or other service standards and participate in Gatekeeper queue, indexing, journal-entry, incoming-work, and mail duties.
• Participate in administrative and departmental projects, review procedures, and recommend improvements.
• Complete training and cross-training, document root cause analysis for quality-audit errors, and meet time-entry and productivity requirements.

What you’ll bring

• Fluent spoken, written, and read English and French is required.
• Strong client-service focus, accuracy, organization, prioritization, communication, analytical, and problem-solving skills.
• Prior Individual Wealth industry experience or knowledge, including relevant products, policies, regulations, taxation, or compliance topics.
• Excellent PC skills and intermediate Excel skills.
• University degree, college diploma in business, or equivalent work experience.
• Comfort with peak-period overtime and both inbound and outbound calls.

Work arrangements

• Work from a home office 100% of the time; in-person attendance at the Waterloo office or another assigned location in the Waterloo Region may be required as needed.
• The posting lists Ottawa as the location.

Term and schedule

• Permanent full-time position.
• Availability is required between 9:00 a.m. and 6:00 p.m. Eastern Time.
• The posting lists a December 2026 start date.

Rewards

• Rewards include incentive pay, annual salary reviews, employer-paid benefits, pension matching, vacation, and a paid volunteer day.