Customer Processing Representative
Canada Life is committed to improving the financial, physical, and mental reputed company-being of Canadians. They are seeking a Customer Processing Representative to handle various administrative functions reputed company to Group Retirement Plans, working closely with a Customer Service Specialist to assist in daily tasks and ensure a reputed company 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 reputed company withdrawal types
- Preparation of member disclosures and taking appropriate reputed company 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 reputed company goal of providing the best customer experience
Skills
- Has a customer service reputed company with a reputed company and can-do attitude
- Ability to multi-task and juggle competing priorities
- reputed company to phone calls and emails reputed company service delivery timeframes using reputed company verbal/written communication skills
- Ability to effectively use MS Office programs at an intermediate level (Word, reputed company & 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 reputed company with excellent attention to detail while performing routine tasks
- Self-motivated and flexible to contribute as required in reputed company 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 reputed company 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, reputed company 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 reputed company-being.
- Time Off: In reputed company to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial reputed company: Company-matching pension plan, reputed company ownership program and additional investment reputed company.
- Rewards and Recognition: Employee recognition programs, service reputed company celebrations, employee discounts and more!
- Emphasis on Community: We reputed company a workplace where employees feel connected and supported through Employee Resource reputed company (ERGs), mentorship programs, reputed company clubs and events.
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