Great West Life Customer Service Specialist – Investment Funds Contract in Toronto, ON

Great West Life

Branch Toronto ON CA

Customer Service Specialist – Investment Funds
Toronto, ON

Customer service focused with a positive can do attitude. Fluency in Microsoft Office tools including Word, Excel and Outlook….

Job Description:
This is a 12 month contract position.

Reporting to the Associate Manager, Administration, you will be responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products. You’ll provide investment/plan recordkeeping and client reporting. You must become familiar with the Group Pension Administration System (GPAS) and all GRS processes.


  • Processing of bulk and single deposits
  • Handling of transfers between investment funds for client/member assets
  • Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
  • Handling plan and member maintenance on GPAS
  • Handling various inquiries, telephone calls etc. from multiple audiences
  • 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

Qualifications and Competencies:

  • Customer service focused with a positive can do attitude
  • Strong communication skills – both written and verbal
  • Organized and able to work in a dynamic and changing environment
  • Self-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results oriented
  • Ability to instill quality in day-to-day activities/processes
  • Strong interpersonal skills – team player a must
  • Fluency in Microsoft Office tools including Word, Excel and Outlook
  • Must be proficient in Excel
  • Knowledge of rules and regulations as they relate to GRS products an asset
  • Knowledge of investment/retirement arrangements and/or GRS business processes GRS an asset
  • Bilingual French/English an asset

Interested candidates are encouraged to apply on-line by October 2, 2015.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

or proceed with Standard Application Form.

Employment Type: Freelance
Location: Toronto, ON, CA
Posted on: 2015-09-23
Posted by: