Client Service Assistant at The Canada Life Assurance Company | CA | Rezi

Client Service Assistant at The Canada Life Assurance Company

Client Service Assistant

The Canada Life Assurance Company · CA

1 weeks ago

Client Service Assistant

The Canada Life Assurance Company · CA

9 days ago
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About the Role

As a Customer Service Assistant, you will support the administration of Group Retirement Plans, including RRSP, RPP, DPSP, and Investment Only plans. You will provide administrative and operational support to ensure a positive experience for plan sponsors and members.

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

Requirements

  • Minimum two years’ experience working in an office environment
  • Previous experience managing high work volumes, multiple priorities and tight deadlines
  • Ability to work comfortably on a computer including Microsoft products (Outlook, Excel, Word)
  • Strong attention to detail with a focus on accuracy
  • Excellent organization and time management skills
  • Self-motivated with a proven sense of urgency and ability to work independently
  • Strong interpersonal skills and collaborative approach to teamwork
  • Ability to communicate effectively – both written and verbal
  • Reliability Status Security Clearance required as a condition of employment

Skills

  • Knowledge of investment/retirement forms and/or business processes within GRS would be an asset
  • Experience with the GPAS and/or CIS Copilot systems would be an asset

Location

  • Toronto

Work Type

  • Permanent
  • Full Time
  • Hybrid

Salary/Compensations

  • $38,700-$52,400 annually

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
  • Time Off: Regular vacation and personal days, 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
  • Emphasis on Community: Workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events

About the Company

  • We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
  • Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
  • We’re looking for people who live our values everyday: we step up, do the right thing, and deliver – for our customers, communities and each other.

Equal Opportunity

  • We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.