Canada Life is a leading insurer serving the financial security needs of millions of Canadians. They are seeking a Client Service Processor to manage the digital distribution of documents and support various teams within Wealth Management.
Responsibilities
- Triage incoming mail and faxes for the wealth teams within time standards
- Work closely with other admin areas regarding inter-team paperwork
- Assist with non-financial processing when required, while meeting service standard deadlines
- Participate in team meetings to discuss efficiencies and work on improving processes
- Provide support for small projects, as required
- Monitor and manage the team shared email boxes
- Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary)
Skills
- Excellent organizational skills
- Analytical and detail oriented
- Working knowledge of Microsoft office products
- Excellent written and verbal communication skills
- Good interpersonal and team building skills
- Demonstrated organizational and time management skills to manage multiple tasks and deadlines
- Able to adapt quickly to changing priorities
- On Base (imaging system) experience an asset
- Bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs
Company Overview
Canada Life looks after retirement, investments, Estate Planning, Wealth Management, Investing for Children, Flexible Life Plans. It was founded in 1903, and is headquartered in Potters Bar, Hertford, GBR, with a workforce of 10001+ employees. Its website is https://www.canadalife.co.uk/.
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