• Interacts with owners, contractors, architects, and regulatory agencies. • Keeps Project Managers and Engineers informed on progress of project. • Perform onsite observation of construction progress. • Develop periodic reports related to construction progress and project site conditions. • Assist project engineers with problem solving construction issues. • Utilize basic calculations in resolving construction related issues. • Review submittals and shop drawings, process Requests for Information, review Change Orders, and collect/approve Contract Close-out documentation.

• Manage daily office operations, including scheduling and communication. • Assist in student enrollment and maintain accurate records. • Handle customer inquiries and provide exceptional service. • Coordinate class schedules and staff assignments. • Process payments and manage financial transactions. • Support marketing efforts through social media and community outreach. • Collaborate with instructors to ensure a positive learning experience.

Role Description The Individual Wealth 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 Client Care Centre. This is an exciting opportunity if you are looking to build your career at Equitable and grow within your role! Proficiency in the role can lead to Senior Individual Wealth Administrator or other roles within Equitable. Work Arrangements: - You will work from your home office 100% of the time. - You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. - Sales related roles may be required to travel based on the assignment. What you’ll do: - Administer and follow processes for all products including segregated funds, GIAs, and legacy products. - Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders, and 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 Individual Wealth 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 make basic corrections. - Accurately handle requests within same day or otherwise specified service standard times. - Adhere to and participate in Gatekeeper rotation accountabilities including 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 to key projects supporting Individual Wealth department goals & objectives. - Continued analysis of current procedures and identify/recommend procedural improvements. - 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 Individual Wealth Administrator staff and Operations team members as required. - Adhere to daily entering of overtime and out of productivity measures. Qualifications - Bilingual skills in French and English are required. - Passion for delivering excellent client service. - 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 Individual Wealth industry. - 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. - Must be comfortable making outbound calls and receiving inbound calls. Benefits - Your base pay will be based on your skills, qualifications, experience, and education. - This role is eligible for a discretionary annual incentive award tied to business performance. - A wide range of competitive benefits. Company Description At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. Our culture is built on care, passion, and curiosity. We put people above all else, strive to be our best, and welcome new ideas to deliver positive outcomes.

• Administer global equity compensation programs (e.g., stock options, RSUs, ESPP) from grant to vesting, exercise, and settlement • Perform monthly/quarterly audits and reconciliations • Monitor and ensure compliance with global regulatory, tax, and securities requirements • Support global employee communications and education regarding equity programs • Prepare reports for internal stakeholders, auditors, and external vendors • Collaborate with internal stakeholders such as Payroll, HR, Tax, and Treasury, as well as external service providers