Customer Processing Representative

The Canada Life Assurance Company • Toronto, ON

9d • Hybrid

About The Position

Reporting to the Administration Manager, this permanent full-time role involves various administrative functions related to Group Retirement Plans, including RRSP, RPP, DPSP, and non-registered products. The representative will collaborate closely with a Group Retirement Services Customer Service Specialist to assist with day-to-day caseload administration and must become proficient with the Group Pension Administration System (GPAS) and various GRS processes.

Requirements

• 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. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Reliability status request process - Canada.ca website. The cost of submitting these checks will be covered by Canada Life.

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
• 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

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees