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Client Service Assistant
3 weeks ago
Temporary Full Time
Reporting to the Associate Manager of the GRS Service Support Teams, you will be responsible for various administrative functions relating to Group Retirement Plans including RRSP, RPP, DPSP, and Investment Only. You will work closely with Group Retirement Services Customer Service Specialists to assist them in their day-to-day caseload administration
What you will do:
- Handling member plan maintenance on GPAS
- Monitoring a general shared mailbox for emails received from both internal business partners and external financial institutions
- Data entry and handling of tasks in Workflow System
- Updating digital reporting and entering key information into system
- Timely processing and distribution of incoming mail
- Mail preparation responsibilities - opening, date stamping and prepping for scanning.
- Depositing cheques on system
- Submitting file requests and scanning to shared files
- Preparation of material to be mailed out to members and clients
- Processing and distribution of various ad-hoc confirmation statements and letters
- Completing ad hoc tasks, as required
What you will bring:
- Previous experience working in an environment that manages high volumes, multiple priorities and tight deadlines.
- Strong attention to detail with a focus on accuracy
- Excellent organization and time management skills
- Self-motivated with a proven sense of urgency and ability to work independently
- Strong communication skills - both written and verbal
- Strong interpersonal skills and collaborative approach to teamwork
- Ability to work comfortably with Microsoft products (i.e. Excel, Word)
- Knowledge of investment/retirement arrangements and/or business processes within GRS would be an asset
- Experience with the GPAS and system would be an asset
- Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website
The base salary for this position is between $34, $51,300.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
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
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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