Senior Group Retirement Processing Specialist

TechAlliance of Southwestern Ontario, London Economic Development Corporation; London; On-site; CAD 43,000 - 50,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community

Job summary

Canada Life in London, Ontario is seeking a Senior Customer Processing Representative to support Group Retirement Plans, including RRSP, RPP, DPSP, and RESP, under the Administration Manager. You will handle day-to-day caseloads with the Group Retirement Services team and learn the Group Pension Administration System (GPAS).

You’ll perform processing of contributions, member applications, interfund transfers, and complex withdrawals while maintaining accurate disclosures and timely service.

Qualifications

• Experience supporting Group Retirement Plans administration.
• Familiarity with GPAS and related processes.
• Strong customer service and communication skills.

Responsibilities

• Processing of both group and single contributions
• Processing of member applications
• Processing of interfund transfers of client/member assets
• Processing of cash withdrawals and transfers between registered plans from/to other financial institutions, including more complex withdrawal types
• Preparation of member disclosures and taking appropriate action at default stage
• Handling member and member plan maintenance on GPAS for both Registered and Non-Registered plan types
• Handling basic related inquiries, telephone calls etc.
• Plan Member servicing callbacks generated through the Call Centre and website
• Assist with custom handling for client projects, applying principles of standard processing, business, and legislative knowledge
• Fostering relationships with administration staff with a team goal of providing the best customer experience
• May be placed on a team with a specialized product such as RESP

Skills

Customer service

GPAS knowledge

Investment knowledge

Multitasking

Communication

MS Office

Organizational skills

Deadline-driven

Self-motivation

Security clearance

Tools

GPAS

Job description

Canada Life in London, Ontario is seeking a Senior Customer Processing Representative to support Group Retirement Plans, including RRSP, RPP, DPSP, and RESP, under the Administration Manager. You will handle day-to-day caseloads with the Group Retirement Services team and learn the Group Pension Administration System (GPAS).

You’ll perform processing of contributions, member applications, interfund transfers, and complex withdrawals while maintaining accurate disclosures and timely service.