Pension Administration & Customer Processing Specialist
Canada Life Group
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Descrizione del lavoro
Canada Life in Montreal is seeking a Customer Processing Representative to provide administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered products. You will partner with a Group Retirement Services Specialist to manage daily caseloads and learn GPAS processes.
Your role involves processing contributions, applications, interfund transfers, and client communications, with emphasis on accuracy and data integrity in a collaborative team environment.
Competenze
- Proficiency in Microsoft Office applications (Word, Excel, Outlook).
- Accurate processing and high-record quality.
- Responsive, professional service and clear communication.
Mansioni
- Process group and individual contributions accurately and timely, ensuring compliance.
- Review member applications for completeness and plan eligibility.
- Execute interfund transfers and move assets across investments.
- Process withdrawals and coordinate transfers with external institutions.
- Prepare disclosures, monitor defaults, and follow up actions as needed.
- Maintain GPAS data integrity; update member and plan information.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
Canada Life in Montreal is seeking a Customer Processing Representative to provide administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered products. You will partner with a Group Retirement Services Specialist to manage daily caseloads and learn GPAS processes.
Your role involves processing contributions, applications, interfund transfers, and client communications, with emphasis on accuracy and data integrity in a collaborative team environment.
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