09 Nov
|
Canada Life
|
Quebec City
09 Nov
Canada Life
Quebec City
Data integration and accuracy define this temporary full time Specialist role at Canada Life, maintaining WealthServ Investment and Life Systems daily.
Support bulk transfers and CITS book of business processing while integrating partner feeds into WealthServ. This role suits organized professionals with insurance or financial services experience, Excel knowledge, and strong follow-through. You will also support migrations, reconciliations, and vendor onboarding projects.
Key Responsibilities: Integrate external partner feeds into WealthServ
Validate information accuracy and completeness
Remove duplicate plans and client records
Review, update, or create migration records
Support broker mapping and reconciliation tasks
Requirements: Post-secondary degree, diploma, or equivalent certification
Six months to one year industry experience
Novice Excel skills, including VLOOKUP or XLOOKUP
Microsoft Word, Outlook, and basic data review experience
Experience with WealthServ is an asset
Apply data integration, WealthServ, Excel, and insurance knowledge to support accurate records and partner feeds at Canada Life.
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📌 Data Integration Specialist WealthServ (Quebec City)
🏢 Canada Life
📍 Quebec City