Job Description
Canada Life is committed to improving the financial, physical, and mental well-being of Canadians. They are seeking a Customer Processing Representative to handle various administrative functions related to Group Retirement Plans, working closely with a Customer Service Specialist to assist in daily tasks and ensure a positive customer experience. Responsibilities Processing of both group and single contributions Processing of member applications 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 Fostering relationships with administration staff with a team goal of providing the best customer experience Skills Has a customer service focus with a positive and can-do attitude Ability to multi-task and juggle competing priorities Responsive to phone calls and emails within service delivery timeframes using sound verbal/written communication skills Ability to effectively use MS Office programs at an intermediate level (Word, Excel & Outlook) required 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 Knowledge of rules and regulations as they relate to GRS products would be an asset Knowledge of investment/retirement arrangements and/or business processes within GRS would be an asset Bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs Benefits Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education 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 and personal days, we support community involvement with a volunteer day. Financial Security: Company-matching pension plan, share ownership program and additional investment options. Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. Company Overview Canada Life looks after retirement, investments, Estate Planning, Wealth Management, Investing for Children, Flexible Life Plans. It was founded in 1903, and is headquartered in Potters Bar, Hertford, GBR, with a workforce of 10001+ employees. Its website is