Customer Service Specialist

The Canada Life Assurance Company • Toronto, ON

8d • CA$50,900 - CA$76,400 • Hybrid

About The Position

Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you’ll contribute to the effective record-keeping and reporting for GRS customers. You must become proficient with the Group Pension Administration System (GPAS) and GRS processes. The Customer Service Specialist role is suited to a technically minded, customer-first individual who thrives on building relationships and providing expert solutions.

Requirements

• Strong analytical skills; ability to pursue solutions using documented processes and tools available
• Customer service focused with a positive can-do attitude
• Strong communication skills - both written and verbal
• Highly organized with the ability to prioritize and execute a large variety of work
• Strong interpersonal skills with the ability to work independently and as part of a larger team
• Self-motivated with an ability to effectively multi-task in a fast-paced environment to meet tight deadlines
• Strong research and analysis skills with the ability and desire to produce quality work
• Strong problem solver with the motivation to seek out answers independently in a changing environment
• Fluency in Microsoft Office tools including Word and Outlook
• Strong proficiency in Excel (with experience creating formulas, pivot tables, macros, v-look up’s etc.)
• Willingness to complete the Retirement Plans primer courses

Nice To Haves

• Knowledge of investment/retirement arrangements and/or GRS business processes an asset
• Knowledge of rules and regulations as they relate to GRS products an asset
• Bilingual French/English an asset

Responsibilities

• Handling plan and member maintenance on GPAS, including data updates, financial transactions, and reporting
• Handling various inquiries, telephone calls etc. from multiple audiences
• The daily management of a block of business
• Fostering relationships with plan administrators, brokers, advisors and plan members
• Handling sensitive and complex issues in a timely and accurate manner
• End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)

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