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© All Rights Reserved. ApplyBlast.com
Equitable
The Individual Wealth Administrator administers new business and in-force transactions for various wealth products, including Non-Registered, RRSPs, TFSAs, and FHSA accounts. This role serves as the initial intake point for client inquiries, handling emails and inbound calls to the Client Care Centre while ensuring accurate processing of policy changes and service requests. The position involves reconciling accounts, participating in project work, and maintaining compliance with regulatory requirements to support the Individual Wealth department.
Equitable is a U.S. financial services company that provides life insurance, annuities, retirement solutions, and workplace benefits for individuals, employers, and financial professionals. It distributes products and advisory services through a network of financial professionals and digital channels, offering planning tools, account support, and resources for retirement readiness. Equitable emphasizes long-term financial security by combining insurance protection, investment solutions, and personalized guidance, reflecting its legacy of helping people look forward with courage, strength, and wisdom.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Equitable.
Equitable didn’t post a salary, so this is our estimate from similar listings.
7% above the average for this role
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