Customer Processing Representative

Canada Life; London; On-site; CAD 40,000 - 55,000; Full time

Job summary

A financial services company is seeking a full-time administrative specialist in London, Ontario. You will support Group Retirement Plans, ensuring efficient processing of contributions, inquiries, and member documentation. Strong customer service focus and MS Office skills are required. The base salary ranges from CAD 40,400 to CAD 54,700 annually.

Qualifications

• Ability to effectively use MS Office programs at an intermediate level.
• Strong communication skills – both written and verbal.
• Proven organizational skills with the ability to work in a dynamic environment.

Responsibilities

• Process group and single contributions.
• Handle member application forms and cash withdrawals.
• Respond to basic inquiries and maintain member relationships.

Skills

Customer service focus

MS Office programs (Word, Excel, Outlook)

Strong communication skills

Organizational skills

Attention to detail

Self-motivated

Job description

Permanent Full Time

Reporting to the Administration Manager, you will be responsible for various administrative functions relating to Group Retirement Plans including RRSP, RPP, DPSP and various non‑registered products. You will work closely with a Group Retirement Services Customer Service Specialist to assist them in their day‑to‑day caseload administration. You must become familiar with the Group Pension Administration System (GPAS) and various GRS processes.

What you will do:

• Processing of both group and single contributions
• Processing of member application forms
• Processing of interfund transfers of client/member assets
• Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
• Completion of Cheque review and mailing
• Preparation of member disclosures and taking appropriate action at default stage
• Handling member and member plan maintenance on GPAS
• Handling basic related inquiries, telephone calls etc.
• Fostering relationships with administration staff with a team goal of providing the best customer experience

What you will bring:

• Has a customer service focus with a positive can‑do attitude
• Ability to effectively use MS Office programs at an intermediate level (Word, Excel & Outlook) required. Excel is used daily.
• Strong communication skills – both written and verbal
• Proven organization skills with the ability to work in a dynamic and changing environment
• Previous experience working in a results‑driven role with tight deadlines
• Ability to stay focused with excellent attention to detail while performing routine tasks.
• Self‑motivated and flexible to contribute as required in a team environment
• Completes assigned work by effectively following and making decisions based on detailed business processing rules and documented procedures.
• Responsive to standard communications within service delivery timeframes using sound verbal/written communication
• Reliability Status security clearance – this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website

The base salary for this position is between $40,400.00 – $54,700.00 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 programme 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.

Be your best at Canada Life – Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well‑being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well‑being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organisations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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