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Operations Associate 1-year contract (bilingual) Job Details | The Canada Life Assurance Company

Remote · USA Full-time New today

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

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