Business Support Associate

**Job Description**:
Experience team within the Group Customer Division. As a
**Business Support Associate**, you will support the Investment & Retirement Solutions’ sales, service and leadership staff by handling administrative duties for sales and service transactions, preparing retirement income quotes, monitoring member retention transactions to ensure they are set up in a timely manner, and facilitating workflow within the team.

**What you will do**
- Help plan members complete and update documentation, as needed
- Review and analyze member retirement documentation received by Sales and Service staff, to ensure that it is actionable and accurate
- Prepare retirement income quotes
- Facilitate the flow of internal and member documentation to the Client Service Specialists in GRS Operations
- Facilitate members’ requests to transfer assets from other financial institutions
- Assign 2nd level support inquiries to Sales and Service staff
- Follow up with GRS Operations if set-ups are not processed within applicable time standards
- Help produce and update support materials for Sales and Service staff as needed (e.g. _Now’s your time_ reports, PowerPoint presentations)

**What you will bring**
- A team player with a passion to deliver customer service excellence
- 3-5 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services.
- Post secondary education or equivalent work experience
- Industry designations Retirement Plans Associate (RPA) or Certified Employee Benefits Specialist (CEBS) an asset
- Knowledge of pension and savings products and pension legislation is an asset
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
- Knowledge of Access Databases
- Knowledge of GRS system platforms (e.g. GRS Access and GPAS) is an asset
- Knowledge of Salesforce platform is an asset
- Strong time management and communication skills
- Ability to learn quickly, adapt to change and contribute to creative solutions
- Bilingual in English and French is an asset

**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.

**We are one of Canada's top 100 employers**
- 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_**

LI-Hybrid