Customer Processing Representative - 12 Month Contract

Description: 

 

Temporary Full Time 

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We are looking for a Customer Processing Representative, Retirement Income Administration, for our Investment & Retirement Solutions team within Workplace Solutions. The Investment & Retirement Solutions team serves plan members and clients by providing solutions based on unbiased, sound investment guidance and education to help members achieve their financial goals and retire with confidence.  This is a 12 month contract position, located in Toronto.

 

Role description 

 

Reporting to the Associate Manager, Retirement Income Administration, you will be responsible for various administrative functions relating to Retirement Income Plans (RRIF, LIF and LRIF). You will work closely with Retirement Income Specialists, providing support to assist them in their day-to-day caseload administration, and facilitate workflow within the team.

 

What you will do 

  • Review Retirement Income Plan applications
  • Enter data accurately into our back office systems
  • End to end daily administration (including contribution processing, interfund transfers, income payments to plan members)
  • Process cash withdrawals and transfers between registered plans from and to other financial institutions
  • Handle member and member plan maintenance on Group Pension Administration System (GPAS)
  • Handle inquiries via phone and email

 What you will bring 

  • Post-secondary education or equivalent experience
  • Knowledge of rules and regulations as they relate to Retirement Income products 
  • Customer service focused with a positive can-do attitude
  • Organized and able to work in a dynamic and changing environment with tight deadlines
  • Ability and desire to produce quality work
  • Fluency in Microsoft Office tools including Word and Outlook, proficient in Excel
  • Strong communication skills - both written and verbal
  • Experience using Group Pension Administration System (GPAS) or similar systems is an asset
  • Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada  website
  • Bilingual in English and French is an asset

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The base salary for this position is between $42,500 - $57,400 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.

 

Be your best at Canada Life- Apply today!

 

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

 

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

 

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

 

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

 

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

 

#LI-Hybrid

Requisition ID:  2846
Category:  Customer Service and Administration
Location: 

Toronto, ON, CA

Date:  Feb 3, 2025

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