Join Canada Life as a Client Service Processor, focusing on efficient digital document distribution within the Wealth Management team. This temporary full-time role emphasizes exceptional organizational and communication skills.

As a Client Service Processor, you will triage incoming digital mail and faxes, ensuring timely processing for the Wealth teams. Collaborating with various administrative groups, your work will include assisting in non-financial processing tasks and participating in meetings to enhance process efficiency. Proficiency with an imaging system, preferably On Base, and Microsoft Office is essential.

Key Responsibilities:
• Triage incoming digital communications for the Wealth teams
• Collaborate on inter-team paperwork and processes




• Support non-financial administrative tasks as needed
• Participate in team meetings to discuss workflow improvements
• Manage team shared email inboxes effectively

Requirements:
• Excellent organizational and analytical skills
• Robust written and verbal communication abilities
• Detail-oriented with time management skills
• Bilingual in French and English (Quebec only)
• Familiarity with On Base imaging software preferred

Bring your organizational expertise and communication skills to support the Wealth Management team at Canada Life.
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📌 Client Service Processor at Canada Life (Ontario)
🏢 Canada Life
📍 Ontario