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About the Role
This role focuses on the daily, weekly, and monthly maintenance of WealthServ Investment and Life Systems, including processing bulk transfers and CITS book of business. You will integrate data feeds, remove duplicates, and participate in onboarding and migration projects.
Responsibilities
- Integrate data feeds from external partners into WealthServ and ensure information accuracy and completeness.
- Remove duplicate information (plans, clients, etc.) from the system.
- Participate in onboarding and migration projects including reviewing clients, advisors, and plans to validate, update, or create records.
- Participate in specialized broker reconciliation tasks and support broker mapping during feed implementations and data migrations.
- Lead issue investigation and escalate when necessary.
- Monitor feed schedules and identify timing or processing concerns.
- Participate in vendor onboarding as part of special project work.
- Identify inefficiencies within feed processing workflows.
- Recommend automation improvements that enhance operational efficiency.
- Support SOP updates to maintain alignment with evolving business needs.
- Participate in workflow redesign initiatives to streamline processes.
- Collaborate with Operations, IT, Contracting & Compensation, and external carriers to support data integrity and feed accuracy.
- Build and maintain strong relationships with external data providers and internal departments.
- Participate in root cause analysis alongside cross-functional partners.
Requirements
- Adaptable to continuous change and evolving systems.
- Strong communication and interpersonal skills.
- Highly organized with strong attention to detail and effective follow-through.
- Service-oriented, self-motivated, and proactive with a sense of urgency.
- Willingness to learn and grow technical skills, including Excel and introductory programming concepts (training provided).
- Understanding of insurance products and familiarity with carrier websites (asset).
- Experience working in project environments or cross-functional teams.
- Novice-level Excel skills (VLOOKUP/XLOOKUP, pivot tables optional) with willingness to learn more advanced techniques.
- Experience with Microsoft Word, Outlook, and basic data review.
- Experience with WealthServ is an asset.
Skills
- Excel
- Microsoft Word
- Microsoft Outlook
Location
- Hybrid
Work Type
- Temporary
- Full Time
Experience Level
- 6 months to 1 year of experience in the insurance or financial services industry.
Education Level
- Post-secondary degree, diploma, or equivalent certification.
Salary/Compensations
- $48,000 - $71,900 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 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.
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.
- Learn more about Canada Life.
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.
- Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.