Handling plan and member maintenance on GPAS, including data updates, financial transactions, and reporting
Handling various inquiries, telephone calls etc. from multiple audiences
The daily management of a block of business
Fostering relationships with plan administrators, brokers, advisors and plan members
Handling sensitive and complex issues in a timely and accurate manner
End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)

Strong analytical skills; ability to pursue solutions using documented processes and tools available
Customer service focused with a positive can-do attitude
Strong communication skills
both written and verbal
Highly organized with the ability to prioritize and execute a large variety of work
Strong interpersonal skills with the ability to work independently and as part of a larger team
Self-motivated with an ability to effectively multi-task in a fast-paced environment to meet tight deadlines
Strong research and analysis skills with the ability and desire to produce quality work
Strong problem solver with the motivation to seek out answers independently in a changing environment
Fluency in Microsoft Office tools including Word and Outlook
Strong proficiency in Excel (with experience creating formulas, pivot tables, macros, v-look up’s etc.)
Knowledge of investment/retirement arrangements and/or GRS business processes an asset
Knowledge of rules and regulations as they relate to GRS products an asset
Bilingual French/English an asset
Willingness to complete the Retirement Plans primer courses
Reliability Status security clearance
this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website Government of Canada .

Customer Service Specialist

Key skills