Customer Service Specialist responsible for Group Retirement Plans administration at Canada Life. Handling inquiries, processing transactions, and fostering relationships with clients and members.
Responsibilities
Responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products
Provide investment/plan recordkeeping and client reporting
Processing of bulk and single deposits
Handling of transfers between investment funds for client/member assets
Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
Handling plan and member maintenance on GPAS
Handling various inquiries, telephone calls etc. from multiple audiences
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
Requirements
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
Self-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results oriented
Ability to instill quality in day-to-day activities/processes
Strong interpersonal skills - team player a must
Fluency in Microsoft Office tools including Word, Excel and Outlook
Must be proficient in Excel
Knowledge of rules and regulations as they relate to GRS products an asset, but not required
Knowledge of investment/retirement arrangements and/or GRS business processes GRS an asset, but not required
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