Client Service Processor

Canada Life; London; In loco; CAD 37.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

Education reimbursement

Health & dental benefits

Mental health benefit

Volunteer day

Company pension

Share ownership program

Investment options

Employee recognition

Descrizione del lavoro

Canada Life in London Head Office is seeking a Client Service Processor to ensure timely distribution of team paperwork, cheques and e-mails across Wealth, Quadrus, Life Client Services, and Group Retirement Services. The role is 100% on-site at the London Head Office and involves collaboration with multiple admin areas.

The successful candidate will bring strong organizational and communication skills, security clearance, and the ability to learn Unitrax, GPAS and the Investment Centre.

Competenze

• Reliability Status Security Clearance is required before employment.
• Excellent organizational skills.
• Analytical and detail oriented.
• Eagerness to learn Unitrax, GPAS and Investment Centre.
• Imaging system experience is an asset.
• Working knowledge of Microsoft Office.
• Excellent written and verbal communication skills.
• Good interpersonal and team building skills.
• Demonstrated organizational and time management skills.
• Able to adapt quickly to changing priorities.

Mansioni

• Triage/prep incoming mail including documents and cheques for the Wealth, IPC Wealth, Life Client Service, and Group Retirement Services teams within time standards.
• Work closely with other admin areas regarding inter-team paperwork.
• Assist with non-financial processing when required.
• Support small projects when necessary.
• Sending outbound mail.
• Manage the team shared e-mail boxes.
• Responsible for workflow distribution electronically.

Conoscenze

Reliability status security clearance

Organizational skills

Analytical skills

Learning mindset Unitrax/GPAS

Imaging system experience

Microsoft Office

Written and verbal communication

Interpersonal and teamwork

Time management

Adaptability

Strumenti

Unitrax

GPAS

Investment Centre

Imaging system

Microsoft Office

Descrizione del lavoro

Permanent Full Time

Reporting to the Associate Manager of Direct to Head Office (D2HO). The Client Service Processor will be responsible for the timely distribution of team paperwork, cheques and e-mails for Wealth, Quadrus, Life Client Services, and Group Retirement Services team members. The successful candidate will work closely with other teams. The Client Service Processor would be 100% in the London Head Office.

What you will do:

• Triage/prep incoming mail including documents and cheques for the Wealth, IPC Wealth, Life Client Service, and Group Retirement Services teams within time standards
• Work closely with other admin areas regarding inter-team paperwork
• Assist with non-financial processing when required
• Support small projects when necessary
• Sending outbound mail
• Manage the team shared e-mail boxes
• Responsible for workflow distribution electronically

What you will bring:

• 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.
• Excellent organizational skills
• Analytical and detail oriented
• Eagerness and ability to learn Unitrax, GPAS and Investment Centre
• 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

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’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

• 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.