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  • Full Time
  • Kitchener
  • July 1, 2023
  • Hours: 40

Equitable Life Insurance Company

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:

Administer and follow processes for all products which include segregated funds, GIAs, and legacy products with different procedures for two of our main systems as it pertains to Non-Registered, Registered Retirement Savings Plans and Tax Free Savings Accounts
Issuing of new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders and any other changes or transactions on new or existing client policies
Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Savings & Retirement products
Provide excellent client relationship and servicing of our advisors, MGAs, policyholders and/or wholesaler team through all channels (inbound and outbound email, phone, mail, fax, and following up on pending requests)
Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership
Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and ability to make basic corrections
Accurately handle requests within same day or otherwise specified service standard times
Adherence to and participation in Gatekeeper rotation accountabilities – including but not limited to handling the Gatekeeper queue, indexing / printing items into OnBase, preparing journal entries, investigating, and identifying incoming work received, handling mail
Participate in project work ranging from annual administrative projects (ex. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) to key projects to support Savings & Retirement department goals & objectives
Continued analysis of current procedures and identify / recommend procedural improvements, providing feedback and updates to procedures to ensure up to date information for processes
Actively contribute as a team member
Participate in ongoing training and cross training functions to become proficient in all aspects of the role
Provide training to other S&R Administrator staff and Operations team members as required
Adhere to daily entering of overtime and out of productivity measures
Work with flexibility and adherence to schedule for answering/placing inbound/outbound calls to S&R Contact Centre phone line (during peak times phone scheduling may be up to 100%, and as low as 10% during non-peak times)
What you will bring:

Passion and excellent in customer servicing skills
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 Savings & Retirement 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
Must be comfortable to work overtime during peak times
What’s in it for you:

A healthy work-life balance with employee wellness top of mind
Annual bonus program, annual vacation allowance, and company-paid benefits program
An additional paid volunteer day each year so you can spend time giving back to the community
Immediate enrollment in the company’s pension program with employer matching
Employee resource groups that support an inclusive work environment
Tuition support and specialized program assistance
A company subsidized cafeteria with a variety of daily options
Discounts on company products and services, and access to exclusive employee perks
Regular EQ Together events focused on company togetherness and collaboration

How to apply:

Via Agilec -


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    Please use the contact form below or feel free to contact Agilec at 1-800-361-4642.

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