Customer Processing Representative

The Canada Life Assurance Company • Winnipeg, MB

2d • CA$39,100 - CA$55,700 • 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. 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 multi-task and juggle competing priorities
• Responsive to phone calls and emails within service delivery timeframes using sound verbal/written communication skills.
• 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
• 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.

Nice To Haves

• Knowledge of rules and regulations as they relate to GRS products would be an asset
• Knowledge of investment/retirement arrangements and/or business processes within GRS would be an asset

Responsibilities

• Processing of both group and single contributions
• Processing of member applications
• Processing of interfund transfers of client/member assets
• Processing of cash withdrawals and transfers between registered plans from/to other financial institutions, including more complex withdrawal types
• Preparation of member disclosures and taking appropriate action at default stage
• Handling member and member plan maintenance on GPAS
• 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: Mid Level
• Education Level: No Education Listed