Retirement Services Admin Specialist — Hybrid Toronto

Canada Life

Toronto

Hybrid

CAD 39,000 - 52,000

Full time

4 days ago
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Benefits offered by this job

Education reimbursement
Mental health benefit
Pension plan
Volunteer day

Job summary

Canada Life is seeking a Customer Service Assistant to support administration of Group Retirement Plans in a hybrid role based in Toronto (190 Simcoe Street). The position requires 4–5 days per week in-office collaboration and supports plan sponsors and members with administrative tasks and data processing.

You will work under the Associate Manager, handle daily caseloads, processing transactions, maintain records, and assist with service activities.

Qualifications

  • Minimum two years’ experience working in an office environment.
  • Experience handling high work volumes, multiple priorities and tight deadlines.
  • Proficiency with Microsoft products (Outlook, Excel, Word).
  • Strong attention to detail and accuracy.

Responsibilities

  • Handling plan member maintenance and searches on GPAS and CIS Copilot
  • Monitoring general shared mailboxes for emails received from internal business partners
  • Data entry and handling of tasks within IntelliQ
  • Monitoring Incoming Faxes and moving to CIR File Share
  • Managing member and client file requests and scanning to shared file folders
  • Preparation of material to be mailed out to members and clients
  • Processing and distribution of various ad-hoc confirmation statements and letters
  • Completing ad hoc tasks, as required

Skills

Office experience
MS Office
Attention to detail
Time management
Communication
Teamwork
GPAS/CIS Copilot
IntelliQ
Outlook/Excel/Word

Tools

GPAS/CIS Copilot
IntelliQ

Job description

Canada Life is seeking a Customer Service Assistant to support administration of Group Retirement Plans in a hybrid role based in Toronto (190 Simcoe Street). The position requires 4–5 days per week in-office collaboration and supports plan sponsors and members with administrative tasks and data processing.

You will work under the Associate Manager, handle daily caseloads, processing transactions, maintain records, and assist with service activities.

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