Customer Processing Representative Jobs

Reporting to the Administration Manager, you will be responsible for various administrative functions relating to Group Retirement Plans including RRSP, RPP, DPSP and various non-registered products. You will work closely with a Group Retirement Services Customer Service Specialist to assist them in their day-to-day caseload administration. You must become familiar with the Group Pension Administration System (GPAS) and various GRS processes.

What You Will Do

• Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
• Preparation of member disclosures and taking appropriate action at default stage
• Completion of Cheque review and mailing
• Processing of member application forms
• Processing of interfund transfers of client/member assets
• Handling member and member plan maintenance on GPAS
• Handling basic related inquiries, telephone calls etc.
• Fostering relationships with administration staff with a team goal of providing the best customer experience
• Processing of both group and single contributions

What You Will Bring

• Ability to effectively use MS Office programs at an intermediate level (Word, Excel & Outlook) required. Excel is used daily.
• Ability to stay focused with excellent attention to detail while performing routine tasks.
• Previous experience working in a results-driven role with tight deadlines
• Completes assigned work by effectively following and making decisions based on detailed business processing rules and documented procedures.
• Proven organization skills with the ability to work in a dynamic and changing environment
• Has a customer service focus with a positive can-do attitude
• Self-motivated and flexible to contribute as required in a team environment
• Responsive to standard communications within service delivery timeframes using sound verbal/written communication
• Strong communication skills - both written and verbal

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee  has the opportunity to  reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected] .

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .