Customer Processing Representative
Canada Life is dedicated to improving the financial, physical, and mental well-being of Canadians. The Customer Processing Representative will be responsible for various administrative functions relating to Group Retirement Plans, working closely with a Customer Service Specialist to assist in day-to-day caseload administration.
Responsibilities
- Processing of both group and single contributions
- Processing of member application forms
- Processing of interfund transfers of client/member assets
- Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
- Preparation of member disclosures and taking appropriate action at default stage
- Handling member and member plan maintenance on GPAS
- Handling basic related inquiries, telephone calls etc
- Fostering relationships with administration staff with a team goal of providing the best customer experience
Skills
- Has a customer service focus with a positive can-do attitude
- Ability to effectively use MS Office programs at an intermediate level (Word, Excel & Outlook) required. Excel is used daily
- 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
- Completes assigned work by effectively following and making decisions based on detailed business processing rules and documented procedures
- Responsive to standard communications within service delivery timeframes using sound verbal/written communication
- Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to