Lead the Individual Wealth Operations team at Equitable in Waterloo, ON, ensuring service excellence and operational efficiency. This hybrid role prioritizes both team development and client satisfaction.
As a Supervisor, you will oversee various team activities including financial transactions, claims processing, and new business administration. Your hands-on leadership approach will enhance team performance and foster an engaged work environment. With your operational knowledge, you will ensure compliance and drive productivity metrics.
Key Responsibilities:
• Manage daily operations and performance metrics of the wealth admin team
• Supervise and mentor team members for career growth
• Provide technical support on wealth administration processes
• Liaise with departments to resolve operational issues
• Conduct month-end and year-end reconciliations
Requirements:
• Background in Business, Accounting, or related fields
• Significant experience in wealth a...