Customer Processing Representative

Permanent Full Time

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Were looking for a reliable and detail-oriented professional who enjoys working in a structured environment and takes pride in getting things done accurately and this role youll be responsible for processing tasks managing assigned workloads and ensuring information is handled with care and precision.

Day to day youll follow established processes stay organized and support team priorities to help keep operations running smoothly. Your attention to detail and ability to stay focused will be key to your success.

Youll be part of a supportive team that values collaboration consistency and doing quality work. We provide clear guidance training and ongoing support to help you succeed in your role.

About the Role

Reporting to the Administration Manager the Customer Processing Representative provides administrative support for Group Retirement Plans including RRSPs RPPs DPSPs and non-registered products. You will partner closely with a Group Retirement Services Customer Service Specialist to support daily caseload administration.

You will be required to learn and use the Group Pension Administration System (GPAS) and follow established Group Retirement Services (GRS) processes.

What you will do

• Manage the accurate and timely processing of group and individual contributions ensuring compliance with internal policies and regulatory standards
• Review and process member applications verifying completeness and alignment with plan requirements
• Execute interfund transfers and administer the movement of member assets across investment options
• Process cash withdrawals and coordinate transfers between registered plans and external financial institutions
• Prepare and distribute member disclosures monitor accounts in default status and initiate appropriate follow-up actions
• Maintain and update member and plan information within GPAS ensuring data integrity and accuracy
• Collaborate closely with administration team members and cross-functional partners contributing to a high-performing team environment and ensuring a seamless accurate and client-focused service experience across all touchpoints

What you will bring

• Proficiency in Microsoft Office applications: Microsoft Word Excel and Outlook
• Ensures accuracy in processing transactions and maintaining records
• Delivers responsive and professional service addressing inquiries effectively
• Able to prioritize tasks and meet deadlines in a high-volume environment
• Identifies discrepancies investigates issues and recommends solutions
• Communicates clearly and professionally both verbally and in writing
• Takes ownership of tasks and follows through to completion
• Responds effectively to changing priorities and evolving processes
• Works collaboratively with peers and stakeholders to achieve shared objectives
• Experience with pension or benefits administration systems (e.g. GPAS) is preferred
• Knowledge of registered plans (e.g. RRSP RRIF TFSA) and related regulatory requirements is an asset
• Willingness to complete CEBS Fundamental Courses
• 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 theGovernment 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 $39100 - $52800 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

Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each 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:

Were committed to supporting our employees through every stage of their career. Heres 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$2000 annuallytowardseducation reimbursement.

• Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.

• Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.

Learn moreaboutCanada Life.

Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

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

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