This position, Customer Service Specialist, is a 12 month contract with Canada Life. This position will serve as the Administrator for Group Retirement Plans such as RRSP, RPP, DPSP, TFSA, Investment-Only and Non-Registered Products. You will utilize the Group Pension Administration System (GPAS) to maintain records, process deposits, transfers, withdrawals, and generate reports regarding plans.
The work environment at Canada Life is one of inclusion and diversity. Our culture embraces all of our employees’ diverse backgrounds and talents with an environment of positive support. As part of this culture, we encourage all of our employees to bring new ideas and be innovative in creating value for both our Clients and Advisors.
Working for Canada Life means working for a highly regarded organization that is trusted by hundreds of thousands of Canadians. Canada Life is committed to our employee’s well-being, providing professional development opportunities, and supporting collaboration between employees. Please check out the full Job Posting below for additional information.
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Employer Details :
Company Name : Canada life
Job Type : Full-Time
Location : Winnipeg, MB, CA
Salary : $44,900.00 – $67,400.00 per year
Job Description
- Customer Service Specialists assist the Administration of Group Retirement Plans.
- The Customer Service Specialist will report to the Associate Manager of Administration.
- The responsibilities include: RRSP (Registered Retirement Savings Plan), RPP (Registered Pension Plan), DPSP (Deferred Profit Sharing Plan), TFSA (Tax-Free Savings Account), Investment-Only plans, and other non-registered plan activities.
- Perform accurate recordkeeping and provide client reporting for all plans.
- Utilize the Group Pension Administration System (GPAS) effectively.
- Follow all Group Retirement Services (GRS) processes and standards.
- Assist with day-to-day investment and plan management activities.
Responsibilities
- Both bulk and individual deposits for client accounts are processed.
- Managing all fund transfers between investment options for members.
- Cash withdrawals with us and registered Plan Transfers with others.
- Maintaining all members and plan information in GPAS.
- Responding to inquiries and telephone calls from our various stakeholders.
- Overseeing and managing your assigned block of business every day.
- Building solid relationships and resolving sensitive or complex issues accurately and timely.
Requirements
- A customer-centered perspective was an essential trait of the individual, along with a great attitude and a proactive approach towards work.
- Very effective communication skills both verbally and in writing.
- The individual is able to tackle questions quickly and organize work according to the fast-paced nature of the surroundings in the business sector.
- A self-starter who can deal with several tasks at the same time, can work under time pressure and yet remain focused on the objectives.
- Will always deliver top quality in all aspects of daily duties and processes.
- Great teamwork and negotiation skills.
- Competent in Microsoft Office (Excel); knowledge of GRS regulations and investment experience is a plus but not a must.
- An applicant with Government of Canada Security clearance as a prerequisite for obtaining Reliability Status.
How to Apply ?
If you are interested and eligible for this role, you can click this link to apply at Bell.