Job Description

Reporting to Natasha Cleary, Associate Manager, Business Services & Operations Technology. The Client Service Processor will be responsible for the timely distribution of team paperwork, cheques and e-mails to Retirement Income, Annuities and Quadrus team members. The successful candidate will work closely with other teams within Wealth Management.

Accountabilities:

• Triage incoming mail and faxes for the wealth teams within time standards via Onbase
• Work closely with other admin areas regarding inter-team paperwork
• Assist with non-financial processing when required
• Support small projects when necessary
• Manage the team shared e-mail box
• Distribution of statements and cheque pull requests to the team
• Prepare Transaction Authorization paperwork for CSC
• Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary)

Qualifications and Competencies:

• Excellent organizational skills
• Analytical and detail oriented
• Eagerness and ability to learn Shareholder Accounting System (SAS) and Investment Centre
• On Base (imaging system) experience an asset
• Working knowledge of Microsoft office products
• Excellent written and verbal communication skills
• Good interpersonal and team building skills
• Demonstrated organizational and time management skills to manage multiple tasks and deadlines
• Able to adapt quickly to changing priorities

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\xe2\x80\x99re part of a diverse and inclusive workplace where your career and well-being are championed. You\xe2\x80\x99ll 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\xe2\x80\x99ll deliver on our shared purpose to improve the well-being of Canadians. It\xe2\x80\x99s our driving force. Become part of a strong and successful company that\xe2\x80\x99s 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\xe2\x80\x99re one of Canada\xe2\x80\x99s 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.

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

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Canada Life