Customer Service Specialist (bilingual)

The Canada Life Assurance Company•Montreal, QC

37d•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.

Requirements

Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
Customer service focused with a positive can do attitude
Strong communication skills - both written and verbal
Organized and able to work in a dynamic and changing environment
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 and meet tight deadlines
Ability and desire to produce quality work
Fluency in Microsoft Office tools including Word and Outlook, proficient in Excel
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 investment/retirement arrangements and/or GRS business processes an asset
Knowledge of rules and regulations as they relate to GRS products 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
Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)