Operations Associate 1-year contract (bilingual) Job Details | The Canada Life Assurance Company
Canada Life is a trusted financial services company committed to improving the well-being of Canadians. They are seeking an Operations Associate to support the Payout Annuity Team by processing client updates, handling inquiries, and providing administrative support.
Responsibilities
- Processing client requested updates e.g. banking & address changes
- Handling returned mail and locating new addresses
- Updating administrative system(s) with new payment amounts and tax deductions
- Handling scheduled manual payments e.g. wires, cheques, manual EFT’s
- Reissuing stale dated cheques and missed payments
- Handling the mailing of pre-retirement letters
- Providing policy details and copies of contracts to clients
- Acknowledging all inquiries within 24 hours
- Providing administrative support to co-workers
Skills
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
- Self-motivated with an ability to effectively multi-task and meet tight deadlines
- Organized and able to work in a dynamic and changing environment
- Excellent oral and written communication skills
- Previous work experience in a customer service focused role
- A positive, enthusiastic attitude
- Strong interpersonal skills and relationship management
- Ability to interact with business & financial partners and provide assistance with problems & issues
- Knowledge of annuity products and system knowledge of SC03, Document Direct, IMS & RPS would be an asset
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to