Bilingual Client Service Processor

Canada Life Group; Montreal (administrative region); On-site; CAD 39,000 - 52,000; Full time

Benefits offered by this job

Career development

Health benefits

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life in London head office is seeking a Client Service Processor to manage timely digital distribution of documents, cheques and emails for the Quadrus wealth team. The role requires strong organization, accuracy, and bilingual French-English communication in a busy environment.

This is a full-time/part-time permanent position focused on efficient processing, collaboration with admin areas, and continuous workflow improvements within Wealth Management.

Qualifications

• Strong organizational skills with ability to manage multiple tasks.
• Analytical and detail-oriented with accuracy.
• On Base imaging system experience is an asset.
• Working knowledge of Microsoft Office products.
• Excellent written and verbal communication.
• Bilingual in French and English is required.

Responsibilities

• Triage incoming digital mail and faxes for wealth teams within time standards.
• Collaborate with other admin areas regarding inter-team paperwork.
• Assist with non-financial processing while meeting deadlines.
• Participate in team meetings to discuss efficiencies and improve processes.
• Provide support for small projects as required.
• Monitor and manage team shared email boxes.
• Oversee workflow distribution on the imaging system.

Skills

Organizational skills

Analytical thinking

On Base imaging system

Microsoft Office

Written and verbal communication

Interpersonal skills

Time management

Bilingual French and English

Tools

Microsoft Office

Job description

Select how often (in days) to receive an alert:

We are looking for a Client Service Processor.

The position will be responsible for the timely digital distribution of documents, cheques and emails to the Quadrus team members. The successful candidate will work closely with other teams within Wealth Management.

What you will do

• Triage incoming digital mail and faxes for the wealth teams within time standards
• Work closely with other admin areas regarding inter-team paperwork
• Assist with non-financial processing when required, while meeting service standard deadlines.
• Participate in team meetings to discuss efficiencies and work on improving processes.
• Provide support for small projects, as required
• Monitor and manage the team shared email boxes
• Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary)

What you will bring

• Excellent organizational skills
• Analytical and detail oriented
• On Base (imaging system) experience an asset
• Working knowledge of Microsoft office products
• Excellent written and verbal communication skills
• Good interpersonal and team building skills
• Demonstrated organizational and time management skills to manage multiple tasks and deadlines
• Able to adapt quickly to changing priorities
• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.

This position will be located in the London head office.

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The base salary for this position is between $38,700 - $52,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.