Canada Life

Client Processing Representative, Bilingual

Canada Life

full-time

Posted on:

Location Type: Hybrid

Location: London • Canada

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Salary

💰 CA$39,100 - CA$58,600 per year

About the role

  • Process individual and group contributions.
  • Process plan participants' enrollment requests.
  • Process inter-fund transfers of client/plan participant assets.
  • Process cash withdrawals and registered plan transfers between financial institutions.
  • Review and mail checks.
  • Prepare participant information packages and take appropriate actions at the default stage.
  • Perform plan and participant maintenance tasks in SARR.
  • Handle basic information requests, answer phone calls, and related duties.
  • Foster relationships with administrative staff to deliver the best possible customer experience.

Requirements

  • Bilingual (French and English) required only for Quebec.
  • Strong customer service focus with a positive, proactive attitude.
  • Ability to use Microsoft Office tools effectively at an intermediate level (Word, Excel and Outlook); daily use of Excel.
  • Excellent written and verbal communication skills.
  • Proven organizational skills and ability to work in a dynamic, fast-changing environment.
  • Experience in a results-oriented role with tight deadlines.
  • Ability to pay close attention to detail when performing routine tasks.
  • Motivated and flexible team player.
  • Ability to complete assigned tasks in accordance with business processing rules and documented procedures, and to make decisions based on those guidelines.
  • Ability to respond to standard communications within service delivery timeframes.
  • Reliability rating and security clearance — only candidates who receive a job offer will be required to undergo these checks.
Benefits
  • Professional development: We offer opportunities for career advancement, access to leading learning programs and tuition reimbursement, up to $2,000 per year.
  • Health and well-being: We offer flexible medical and dental coverage, as well as $5,000 coverage for mental health care, to support your well-being.
  • Time off: In addition to vacation and personal days, we provide a dedicated volunteer day to support community involvement.
  • Financial security: Employees have access to a pension plan with employer matching contributions, an employee share purchase plan, and other investment options.
  • Rewards and recognition: We offer recognition programs, employee discounts, and celebrate significant service milestones.
  • Sense of belonging: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social committees, and various events.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Microsoft OfficeExcelWordOutlook
Soft Skills
customer servicepositive attitudewritten communicationverbal communicationorganizational skillsattention to detailteam playerflexibilityreliability
Certifications
security clearance