Customer Service Specialist providing administrative services for Group Retirement Services. Handling inquiries, managing relationships, and performing reporting and maintenance tasks.
Responsibilities
Handling plan and member maintenance on GPAS, including data updates, financial transactions and reporting
Handling various inquiries, telephone calls etc. from multiple audiences
The daily management of a block of business
Fostering relationships with plan administrators, brokers, advisors and plan members
Handling sensitive and complex issues in a timely and accurate manner
Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)
Requirements
Bilingualism (fluent in French and English) required
Customer service focused with a positive can do attitude
Strong communication skills - both written and verbal
Organized and able to work in a dynamic and changing environment
Strong interpersonal skills with the ability to work independently and as part of a larger team
Self-motivated with an ability to effectively multi-task and meet tight deadlines
Ability and desire to produce quality work
Fluency in Microsoft Office tools including Word and Outlook, proficient in Excel
Knowledge of investment/retirement arrangements and/or GRS business processes an asset
Knowledge of rules and regulations as they relate to GRS products an asset
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