Customer Processing Representative (bilingual)

Permanent Full Time 

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Reporting to the Administration Manager, you will be responsible for various administrative functions relating to Group Retirement Plans including RRSP, RPP, DPSP and various non-registered products.  You will work closely with a Group Retirement Services Customer Service Specialist to assist them in their day-to-day caseload administration. You must become familiar with the Group Pension Administration System (GPAS) and various GRS processes.

Your key accountabilities will include:

• 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
• Completion of Cheque review and mailing
• 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

Required Competencies and Behaviours:

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• 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. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada  website.  The cost of submitting these checks will be covered by Canada Life.

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The base salary for this position is between $43,300 - $58,600 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. 

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