Reports To: Supervisor, S&R Operations
Department: Savings and Retirement
Term: Permanent, Full-Time
Work Arrangements: The initial training for this role will be in person in our Waterloo office, for approximately 4 months. After training this role will be working from home during our office renovations, then moving to a hybrid work environment (approximately September 2023), coming into the office a minimum of 2 days per week, every other week on designated days.
The Opportunity: We are looking for a positive, high energy and team oriented individual to join our team. The Savings and Retirement Administrator is a great career builder, proficiency in the role can lead to Senior Savings & Retirement Administrator or other roles within our Equitable Life of Canada.
The Savings and Retirement 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 call centre.
What you will be doing:
What you will bring:
What’s in it for you:
As part of the recruitment/offer process you will be required to:
To learn more about Equitable Life, we encourage you to explore our organization.
At Equitable Life, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [email protected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
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