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About the Role
The Client Service Processor will be responsible for the timely distribution of team paperwork, cheques and e-mails for Wealth, Quadrus, Life Client Services, and Group Retirement Services team members. The successful candidate will work closely with other teams.
Responsibilities
- Triage and prepare incoming mail, including documents and cheques, for various teams within time standards.
- Collaborate with other administrative areas regarding inter-team paperwork.
- Provide assistance with non-financial processing as needed.
- Support small projects when necessary.
- Manage outbound mail distribution.
- Oversee team shared email inboxes.
- Distribute workflow electronically.
Requirements
- Reliability Status Security Clearance is required (cost covered by Canada Life).
- Excellent organizational skills.
- Analytical and detail-oriented.
- Eagerness and ability to learn Unitrax, GPAS, and Investment Centre.
- Imaging system experience is an asset.
- Working knowledge of Microsoft Office products.
- Excellent written and verbal communication skills.
- Good interpersonal and team-building skills.
- Demonstrated organizational and time management skills to manage multiple tasks and deadlines.
- Ability to adapt quickly to changing priorities.
Skills
- Microsoft Office
- Unitrax
- GPAS
- Investment Centre
- Imaging system
Location
- London Head Office
Work Type
- Permanent
- Full Time
- Hybrid
Salary/Compensations
- $36,900 - $49,800 annually
Benefits
- Career Development opportunities
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- In addition to regular vacation and personal days
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Employee Resource Groups (ERGs)
- Mentorship programs
- Social clubs and events
About the Company
- United by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
- Trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
- Values: step up, do the right thing, and deliver.
Equal Opportunity
- 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.