Customer Processing Representative

1 month ago

Toronto, Canada Canada Life Assurance Company Full time

**Job Description**:
**Role description**

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 both group and single contributions
- Processing of interfund transfers of client/member assets
- Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
- Completion of Cheque review and mailing
- 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

**What you will bring**
- 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

**_ Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London_**

**Be your best at Canada Life

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._
._

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

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