Client Service Assistant - 12 Month Contract

Canada Life Group; London; On-site; CAD 37,000 - 50,000; Full time

Job summary

Canada Life is seeking a Client Service Assistant in London, ON, to join a fast-paced team responsible for the electronic movement of documents to Wealth Administrative Teams.

You will index documents on OnBase, handle queries from a shared mailbox, upload cheques, and navigate systems like OnBase, Investment Centre, Co-Pilot, and GPAS while ensuring accuracy and timely processing.

Qualifications

• Strong organizational skills and ability to multi-task.
• High level of accuracy and attention to detail.
• Flexibility to change priorities within the team.
• Team player who can work independently.
• Proven ability to handle high volumes and tight deadlines.
• Effective communication skills.
• Data entry experience (asset).
• Experience in a fast-paced environment (asset).
• Knowledge of the Wealth product shelf and OnBase (asset).

Responsibilities

• Index documents accurately for Wealth Products on OnBase.
• Handle requests from a shared mailbox from internal and external partners.
• Upload and index electronic cheques received.
• Navigate OnBase, Investment Centre, Co-Pilot and GPAS.
• Investigate proper routing of electronic documents.
• Adhoc tasks as assigned.

Skills

Organizational skills

Multi-tasking

Attention to detail

Adaptability

Independent worker

Communication

Data entry

Fast-paced environment

Wealth product knowledge

Tools

OnBase

Investment Centre

Co-Pilot

GPAS

Job description

Temporary Full Time

As a Client Service Assistant, you will be a member of a team operating in a fast-paced environment responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual Funds). You will work cohesively with other members of the team and our internal partners in various aspects as set out in the following accountabilities:

What you will do

• Accurate and timely i ndexing of various documents for our Wealth Products on OnBase
• Handling of requests received in a shared mailbox from our internal and external partners
• Uploading and indexing of electronic cheques received through A$M
• Navigating multiple systems: OnBase, Investment Centre, Co-Pilot and GPAS
• Investigation to determine proper routing of electronic documents
• Adhoc tasks as assigned

What you will bring

• Strong organizational skills and proven ability to multi-task
• Demonstrated high level attention to accuracy and detail
• Demonstrated ability for flexibility to change focus as priorities shift within the team
• Team player with the ability to work independently
• Proven ability to handle high volumes and tight deadlines
• Effective communication skills
• Previous experience in data entry would be an asset
• Previous experience working in a fast-paced environment would be asset
• Knowledge of the Wealth product shelf and OnBase would be an asset

The base salary for this position is between $36,900 - $49,800 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.

Learn moreabout Canada Life .

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

Location

London, ON, CA