Customer Processing Representative

The Canada Life Assurance Company•Toronto, ON

1d•CA$43,300 - CA$58,600•Hybrid

About The Position

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.

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 Government of Canada 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

Opportunities for career advancement
Access to industry-leading learning programs
Up to $2,000 annually towards education reimbursement
Flexible health and dental benefits
$5,000 mental health benefit
In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Company-matching pension plan
Share ownership program
Additional investment options
Employee recognition programs
Service milestone celebrations
Employee discounts
Workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.