The daily management of a block of business
End to end handling and administration of RRIF, LIF, RLIF and LRIF (includes member set-up, requirement gathering, communications, handling unusual situations, making payments to members, contribution processing, investment fund changes, OFI transfers, basic reporting and supporting and fostering relationships with 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 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, Sharepoint, MS Teams and Outlook
Strong proficiency in Excel (with experience creating formulas, 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 English/French an asset

Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Customer Service Specialist

Key skills