About this role
Temporary Full Time
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Reporting to Matthew Marion, Associate Manager, Wealth Management, Individual Customer, you will form part of the Administration team for Canada Life Income, Segregated Funds. You will be a resource for our Field Partners, Financial Advisors, teammates, and the Client Service Centre, seeking to resolve questions, concerns and problems.
You will be accountable for:
- Issuing and administering Income segregated funds
- Processing new deposits, redemptions and general administration for segregated funds
- Checking to ensure contracts are error free
- Providing exceptional, professional, customer service to our internal and external customers
- Producing excellent quality; few errors; identify problems and provide possible solutions (achieving consistent excellent audit results)
- Handling inquiries from clients, advisors/brokers, field partners, internal and external business partners; inquiries include phone calls, e-mails and formal letters
- Acknowledging all inquiries within 24 hours. Consistently meets admin services standards; provides clear and concise communication.
- Reconciling accounting errors and making adjustments as necessary
- Project involvement and miscellaneous duties as requested and/or required
- Understanding pension legislation and related products (RRSPs, LIRAs, RRIFs, LIF & PRIFs)
Required Competencies and Behaviours:
- Experience working with the Segregated Fund product
- Knowledge of the Unitrax system
- In depth knowledge of processes and procedures for Canada Life including the structure of the distribution channel is an asset
- Strong proven attention to detail
- Pension legislation and related products (RRSPs, LIRAs, RRIFs, LIF & PRIFs) knowledge
- FundSERV knowledge is an asset.
- Self-motivated, commitment to self-development and enjoy a challenging and demanding workload
- Excellent verbal and written communication skills
- Proven ability to learn and grasp new concepts
- Strong interpersonal skills and the ability to work in a team environment
- Able to deal with difficult situations; critical thinking
- Strong customer service skills
- Flexible, able to accept and drive change as required
- Able to work in ambiguous and unstructured situations.
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The base salary for this position is between $48,400 - $72,600 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer :
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
- Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life .
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected] . All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .
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