Co-op Student - Concordance and Document Specialist

Title: Co-op Student - Concordance and Document Specialist

Reports to: Director, Individual Actuarial Inforce and Policy Tax

Department: Individual
Term: Temporary Full-Time, September 2, 2025 – December 19, 2025

Work Arrangements:  This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity: 

We are searching for an industrious and self-motivated co-op student to join our Individual Actuarial Inforce and Policy Tax team as a Concordance and Document Specialist. This individual should possess exceptional communication and critical thinking skills along with a keen attention to detail.

In this role, you will work in our Individual Insurance department on a team that oversees policyholder tax administration and answers complex queries related to policyholder tax and actuarial inforce business. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024! 

What you will be doing:

• Prepare a concordance document for our catalogue of communications with our policy tax expert
• Perform research to answer questions related to policyholder taxation
• Collaborate with colleagues on the Individual Actuarial Inforce and Policy Tax team to improve the documentation that supports our processes

What you will need:

• Excellent communication skills (verbal and written)
• Preferably in a legal background
• Strong critical thinking and research skills
• Strong organizational skills with a keen attention to detail
• Strong knowledge of Microsoft Excel and Word
• Strong time management skills with commitment to meeting deadlines
• Previous exposure to Individual Life and Health products and taxation is an asset

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• We value open, honest communication between team members, challenging each other to continually improve
• Employee resource groups that support an inclusive work environment
• An onsite full-service cafeteria with a variety of daily options
• Regular EQ Together events focused on company togetherness and collaboration
• Compensation package includes:

• • In Lieu of Benefits – 4% added to each bi-weekly pay
  • In Lieu of Vacation – 4% added to each bi-weekly pay
• Employer provided equipment
• Opportunity to participate in our buddy program dedicated to Co-op students 

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, 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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