Canada Life is dedicated to improving the financial, physical, and mental well-being of Canadians. The Customer Processing Representative will be responsible for various administrative functions relating to Group Retirement Plans, working closely with a Customer Service Specialist to assist in day-to-day caseload administration.

Responsibilities

• Processing of both group and single contributions
• Processing of member application forms
• Processing of interfund transfers of client/member assets
• 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
• 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

Skills

• Has a customer service focus with a positive can-do attitude
• Ability to effectively use MS Office programs at an intermediate level (Word, Excel & Outlook) required. Excel is used daily
• 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
• Completes assigned work by effectively following and making decisions based on detailed business processing rules and documented procedures
• Responsive to standard communications within service delivery timeframes using sound verbal/written communication
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment

Benefits

• Opportunities for career advancement, access to industry-leading learning programs and up to