Client Service Assistant

Canada Life; Toronto; Hybrid; CAD 39,000 - 52,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Pension plan

Volunteer day

Job summary

Canada Life is seeking a Customer Service Assistant to support administration of Group Retirement Plans in a hybrid role based in Toronto (190 Simcoe Street). The position requires 4–5 days per week in-office collaboration and supports plan sponsors and members with administrative tasks and data processing.

You will work under the Associate Manager, handle daily caseloads, processing transactions, maintain records, and assist with service activities.

Qualifications

• Minimum two years’ experience working in an office environment.
• Experience handling high work volumes, multiple priorities and tight deadlines.
• Proficiency with Microsoft products (Outlook, Excel, Word).
• Strong attention to detail and accuracy.

Responsibilities

• Handling plan member maintenance and searches on GPAS and CIS Copilot
• Monitoring general shared mailboxes for emails received from internal business partners
• Data entry and handling of tasks within IntelliQ
• Monitoring Incoming Faxes and moving to CIR File Share
• Managing member and client file requests and scanning to shared file folders
• Preparation of material to be mailed out to members and clients
• Processing and distribution of various ad-hoc confirmation statements and letters
• Completing ad hoc tasks, as required

Skills

Office experience

MS Office

Attention to detail

Time management

Communication

Teamwork

GPAS/CIS Copilot

IntelliQ

Outlook/Excel/Word

Tools

GPAS/CIS Copilot

IntelliQ

Job description

Permanent Full Time

As a Customer Service Assistant, you will play an important role in supporting the administration of Group Retirement Plans, including RRSP, RPP, DPSP, and Investment Only plans. Working closely with the Customer Service team, you will provide administrative and operational support to ensure a positive experience for plan sponsors and members.

This position follows a hybrid work style based out of our Toronto office at 190 Simcoe Street. Employees in this role are required to work 4-5 days per week in the office to support team collaboration and business operations.

Reporting to the Associate Manager, you will work closely with Group Retirement Services Customer Service Specialists, assisting with daily caseload administration, processing transactions, maintaining accurate records, and supporting key service activities. The successful candidate will demonstrate strong attention to detail, excellent organizational skills, and a commitment to providing exceptional customer service in a fast-paced environment.

What you will do:

• Handling plan member maintenance and searches on GPAS and CIS Copilot
• Monitoring general shared mailboxes for emails received from internal business partners
• Data entry and handling of tasks within IntelliQ
• Monitoring Incoming Faxes and moving to CIR File Share
• Managing member and client file requests and scanning to shared file folders
• Preparation of material to be mailed out to members and clients
• Processing and distribution of various ad-hoc confirmation statements and letters
• Completing ad hoc tasks, as required

What you will bring:

• Minimum two years’ experience working in an office environment
• Previous experience managing high work volumes, multiple priorities and tight deadlines.
• Ability to work comfortably on a computer including Microsoft products (Outlook, Excel, Word)
• Strong attention to detail with a focus on accuracy
• Excellent organization and time management skills
• Self-motivated with a proven sense of urgency and ability to work independently
• Strong interpersonal skills and collaborative approach to teamwork
• Ability to communicate effectively – both written and verbal
• Knowledge of investment/retirement forms and/or business processes within GRS would be an asset
• Experience with the GPAS and/or CIS Copilot systems would be an asset
• 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.

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’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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 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 additionalinvestment 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.

Learn more about Canada Life.

We’re committed 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 handled in accordance with applicable laws and Canada Life policies.

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