Operations Associate 1-year contract (bilingual)

Canada Life is dedicated to improving the financial, physical, and mental well-being of Canadians. They are seeking an Operations Associate to support the Payout Annuity Team by processing client updates, handling payments, and providing administrative support to clients and co-workers.

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