Customer Processing Representative

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Winnipeg; On-site; CAD 39,000 - 53,000; Full time

Benefits offered by this job

Career Development (education reimb.)

Health & Wellness benefits

Paid time off

Pension plan" matching

Rewards & recognition

Community & ERGs

Job summary

Canada Life in Winnipeg, MB is seeking a Customer Processing Representative to provide administrative support for Group Retirement Plans including RRSPs, RPPs and DPSPs. You will work with the Group Retirement Services team to learn GPAS and adhere to established processes.

You will manage contributions, member applications, transfers, and disclosures with a strong emphasis on accuracy and timely processing. Proficiency in Microsoft Office and strong communication are essential.

Qualifications

• Experience with pension or benefits administration systems (GPAS preferred).
• Ability to follow established processes and maintain data integrity.
• Strong communication, both written and verbal.
• Proficiency with Microsoft Office applications.

Responsibilities

• Handle accurate and timely processing of group and individual contributions, ensuring policy compliance.
• Review and process member applications, verifying completeness and plan alignment.
• Execute interfund transfers and move member assets across investment options.
• Process cash withdrawals and coordinate transfers between registered plans and external institutions.
• Prepare and distribute member disclosures; monitor default accounts and follow up as needed.
• Maintain GPAS data integrity and update member and plan information.
• Collaborate with team and cross-functional partners to provide client-focused service.

Skills

Microsoft Office

Attention to detail

Time management

Communication skills

Customer service

Pension knowledge

Tools

GPAS

Job description

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We’re looking for a reliable and detail-oriented professional who enjoys working in a structured environment and takes pride in getting things done accurately and efficiently. In this role, you’ll be responsible for processing tasks, managing assigned workloads, and ensuring information is handled with care and precision.

Day to day, you’ll follow established processes, stay organized, and support team priorities to help keep operations running smoothly. Your attention to detail and ability to stay focused will be key to your success.

You’ll be part of a supportive team that values collaboration, consistency, and doing quality work. We provide clear guidance, training, and ongoing support to help you succeed in your role.

About the Role

Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered products. You will partner closely with a Group Retirement Services Customer Service Specialist to support daily caseload administration.

You will be required to learn and use the Group Pension Administration System (GPAS) and follow established Group Retirement Services (GRS) processes.

What you will do

• Manage the accurate and timely processing of group and individual contributions, ensuring compliance with internal policies and regulatory standards


• Review and process member applications, verifying completeness and alignment with plan requirements


• Execute interfund transfers and administer the movement of member assets across investment options


• Process cash withdrawals and coordinate transfers between registered plans and external financial institutions


• Prepare and distribute member disclosures, monitor accounts in default status, and initiate appropriate follow-up actions


• Maintain and update member and plan information within GPAS, ensuring data integrity and accuracy


• Collaborate closely with administration team members and cross-functional partners, contributing to a high-performing team environment and ensuring a seamless, accurate, and client-focused service experience across all touchpoints

What you will bring

• Proficiency in Microsoft Office applications: Microsoft Word, Excel, and Outlook


• Ensures accuracy in processing transactions and maintaining records


• Delivers responsive and professional service, addressing inquiries effectively


• Able to prioritize tasks and meet deadlines in a high-volume environment


• Identifies discrepancies, investigates issues, and recommends solutions


• Communicates clearly and professionally, both verbally and in writing


• Takes ownership of tasks and follows through to completion


• Responds effectively to changing priorities and evolving processes


• Works collaboratively with peers and stakeholders to achieve shared objectives


• Experience with pension or benefits administration systems (e.g., GPAS) is preferred


• Knowledge of registered plans (e.g., RRSP, RRIF, TFSA) and related regulatory requirements is an asset


• Willingness to complete CEBS Fundamental Courses


• 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 $39,100 - $52,800 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

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.

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 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: Winnipeg, MB, CA