Client Service Assistant - 12 Month Contract

Temporary Full Time 

-

As a Client Service Assistant, you will be a member of a team operating in a fast-paced environment responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual Funds).  You will work cohesively with other members of the team and our internal partners in various aspects as set out in the following accountabilities:

What you will do

• Accurate and timely indexing of various documents for our Wealth Products on OnBase
• Handling of requests received in a shared mailbox from our internal and external partners
• Uploading and indexing of electronic cheques received through A$M
• Navigating multiple systems: OnBase, Investment Centre, Co-Pilot and GPAS
• Investigation to determine proper routing of electronic documents
• Adhoc tasks as assigned

What you will bring

• Strong organizational skills and proven ability to multi-task
• Demonstrated high level attention to accuracy and detail
• Demonstrated ability for flexibility to change focus as priorities shift within the team
• Team player with the ability to work independently
• Proven ability to handle high volumes and tight deadlines
• Effective communication skills
• Previous experience in data entry would be an asset
• Previous experience working in a fast-paced environment would be asset
• Knowledge of the Wealth product shelf and OnBase would be an asset

-

The base salary for this position is between $36,900 - $49,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

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, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• 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.  

Learn more about Canada Life.  

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. 

#LI-Hybrid