Customer Processing Representative

Canada Life is committed to improving the financial, physical, and mental well-being of Canadians. They are seeking a Customer Processing Representative to handle various administrative functions related to Group Retirement Plans, working closely with a Customer Service Specialist to assist in daily tasks and ensure a positive customer experience.

Responsibilities

• Processing of both group and single contributions
• Processing of member applications
• Processing of cash withdrawals and transfers between registered plans from/to other financial institutions, including more complex withdrawal types
• Preparation of member disclosures and taking appropriate action at default stage
• Handling member and member plan maintenance on GPAS for both Registered and Non-Registered plan types
• Fostering relationships with administration staff with a team goal of providing the best customer experience

Skills

• Has a customer service focus with a positive and can-do attitude
• Ability to multi-task and juggle competing priorities
• Responsive to phone calls and emails within service delivery timeframes using sound verbal/written communication skills
• Ability to effectively use MS Office programs at an intermediate level (Word, Excel & Outlook) required
• Strong communication skills - both written and verbal
• Proven organization skills with the ability to work in a dynamic and changing environment
• Previous experience working in a results-driven role with tight deadlines
• Ability to stay focused with excellent attention to detail while performing routine tasks
• Self-motivated and flexible to contribute as required in a team environment
• Knowledge of rules and regulations as they relate to GRS products would be an asset
• Knowledge of investment/retirement arrangements and/or business processes within GRS would be an asset
• Bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Company Overview