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Customer Processing Representative - 12 Month Contract

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • Toronto

AI generated summary

  • You need post-secondary education, customer service focus, organization skills, MS Office proficiency, strong communication, and knowledge of retirement products; bilingualism is a plus.
  • You will review applications, enter data, process contributions and withdrawals, manage member maintenance on GPAS, and handle inquiries via phone and email.

Requirements

  • 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

Responsibilities

  • 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

FAQs

What is the duration of the contract for the Customer Processing Representative position?

The contract duration is 12 months.

Where is the position located?

The position is located in Toronto.

What are the main responsibilities of the Customer Processing Representative?

The main responsibilities include reviewing Retirement Income Plan applications, entering data accurately into back office systems, processing cash withdrawals and transfers, and handling inquiries via phone and email.

Is there a specific educational background required for this role?

Yes, a post-secondary education or equivalent experience is required.

What kind of experience is preferred for applicants?

Experience using Group Pension Administration System (GPAS) or similar systems is considered an asset.

Is knowledge of retirement income products necessary for this position?

Yes, knowledge of rules and regulations related to Retirement Income products is important for this role.

Are bilingual skills an asset for this position?

Yes, being bilingual in English and French is considered an asset.

What are the working hours for this position?

The job description does not specify exact working hours; however, it is a temporary full-time position.

What is the salary range for this role?

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

Will there be any additional compensation components aside from the base salary?

Yes, the base salary does not represent other variable compensation components such as annual bonuses or commissions.

How can applicants request reasonable accommodation during the application process?

Applicants can request a reasonable accommodation by contacting talentacquisitioncanada@canadalife.com.

How will applications be reviewed?

All applications received will be reviewed on a rolling basis.

Does Canada Life have a commitment to diversity and inclusion?

Yes, Canada Life is committed to providing an inclusive, accessible environment where all employees and customers feel valued, respected, and supported.

Helping Canadians improve their financial, physical and mental well-being.

Finance
Industry
10,001+
Employees
1847
Founded Year

Mission & Purpose

At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do. That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities. Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.