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Job Description:
What you will do
What you will bring
Be your best at Canada Life- Apply today!
We are one of Canada’s top 100 employers!
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
We are looking for a Senior Customer Service Assistant.
Reporting to the Associate Manager, you will be responsible for various administrative functions relating to Group Retirement Plans including RRSP, RPP, DPSP and Investment Only. You will work closely with a Group Retirement Services Customer Service Specialist providing support to assist them in their day-to-day caseload administration.
What you will do
- Processing of group and single deposits
- Management of interfund transfers of client/member assets
- Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
- Handling member and member plan maintenance on GPAS
- Handling basic related inquiries, telephone calls etc.
What you will bring
- Post-secondary education is an asset
- Experience using GPAS is an asset
- Knowledge of rules and regulations as they relate to Group Retirement products would be an asset
- Knowledge of investment/retirement arrangements and/or business processes within Group Retirement Services would be an asset
- 1 year work experience ideally in the financial or insurance industry
- Strong customer service focus with a positive can do attitude
- Strong communication skills – both written and verbal
- Bilingual English-French is an asset
- Strong organization skills and ability to work in a dynamic and changing environment
- Self-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results oriented
- Attention to quality in day-to-day activities/processes
- Strong interpersonal skills – team player a must
- Strong Microsoft Office tools including Word, Excel and Outlook
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
We are one of Canada’s top 100 employers!
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
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