Business Support Associate - Toronto, Canada - Canada Life Assurance Company

Canada Life Assurance Company

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

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Description

Job Description:

Experience team within the Group Customer Division. As a

Business Support Associate, you will support the Investment & Retirement Solutions' sales, service and leadership staff by handling administrative duties for sales and service transactions, preparing retirement income quotes, monitoring member retention transactions to ensure they are set up in a timely manner, and facilitating workflow within the team.

What you will do

Help plan members complete and update documentation, as needed
Review and analyze member retirement documentation received by Sales and Service staff, to ensure that it is actionable and accurate
Prepare retirement income quotes
Facilitate the flow of internal and member documentation to the Client Service Specialists in GRS Operations
Facilitate members' requests to transfer assets from other financial institutions
Assign 2nd level support inquiries to Sales and Service staff
Follow up with GRS Operations if setups are not processed within applicable time standards
Help produce and update support materials for Sales and Service staff as needed (e.g. _Now's your time_ reports, PowerPoint presentations)

What you will bring

A team player with a passion to deliver customer service excellence
35 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services.
Post secondary education or equivalent work experience
Industry designations Retirement Plans Associate (RPA) or Certified Employee Benefits Specialist (CEBS) an asset
Knowledge of pension and savings products and pension legislation is an asset
Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
Knowledge of Access Databases
Knowledge of GRS system platforms (e.g. GRS Access and GPAS) is an asset
Knowledge of Salesforce platform is an asset
Strong time management and communication skills
Ability to learn quickly, adapt to change and contribute to creative solutions
Bilingual in English and French is an asset

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed.

You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.

We are one of Canada's top 100 employers

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _

- has the opportunity to_
- reach their potential._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**LI-Hybrid