Client Service Processor
Canada Life is a leading insurer serving the financial security needs of over 13 million people across Canada. They are seeking a Client Service Processor responsible for the timely digital distribution of documents and emails to the Wealth Management teams, while collaborating closely with other departments.
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
- French language an asset
Company Overview