Client Service & Imaging Coordinator (6-Month Contract)

Canada Life Group; Montreal; On-site; CAD 39,000 - 52,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

Community

Job summary

Canada Life in Montreal is seeking a Client Service Processor on a 6-month contract to handle the timely digital distribution of documents, cheques and emails across the Wealth Management teams. The role requires strong organization, attention to detail, and proficiency with MS Office.

On Base imaging experience is an asset, and bilingual French/English skills are valued, especially for Quebec. You will triage mail, collaborate with admin areas, support small projects, monitor shared inboxes,

Qualifications

• 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 is an asset (French) but required for Quebec

Responsibilities

• Triage incoming 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)

Skills

Excellent organizational skills

Analytical and detail oriented

MS Office

On Base imaging system

Written and verbal communication

Interpersonal and team building

Time management and multitasking

Adaptability to changing priorities

Tools

On Base imaging system

MS Office

Job description

Canada Life in Montreal is seeking a Client Service Processor on a 6-month contract to handle the timely digital distribution of documents, cheques and emails across the Wealth Management teams. The role requires strong organization, attention to detail, and proficiency with MS Office.

On Base imaging experience is an asset, and bilingual French/English skills are valued, especially for Quebec. You will triage mail, collaborate with admin areas, support small projects, monitor shared inboxes,