Bilingual Client Service Processor

2 weeks ago

Montréal, Canada Canada Life Assurance Company Full time

**Job Description**:
**Accountabilities**:

- Triage incoming mail and faxes for the wealth teams within time standards
- Work closely with other admin areas regarding inter-team paperwork
- Handle returned mail
- Assist with non-financial processing, when required
- Provide support for small projects, as required
- Distribution of statements and cheque pull requests to the team
- Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary)

**Qualifications and Competencies**:

- Excellent organizational skills
- Analytical and detail oriented
- Eagerness and ability to learn Shareholder Accounting System (SAS) and Investment Centre
- On Base (imaging system) experience an asset
- Working knowledge of Microsoft office products
- Excellent written and verbal communication skills
- Good interpersonal and team building skills
- Demonstrated organizational and time management skills to manage multiple tasks and deadlines
- Able to adapt quickly to changing priorities
- Bilingual (French and English)

**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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