Customer Processing Representative (Bilingual) (Montreal, Quebec, CA)

Permanent Full Time 

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We’re looking for a reliable and detail-oriented professional who enjoys working in a structured environment and takes pride in getting things done accurately and efficiently. In this role, you’ll be responsible for processing tasks, managing assigned workloads, and ensuring information is handled with care and precision.

Day to day, you’ll follow established processes, stay organized, and support team priorities to help keep operations running smoothly. Your attention to detail and ability to stay focused will be key to your success.

You’ll be part of a supportive team that values collaboration, consistency, and doing quality work. We provide clear guidance, training, and ongoing support to help you succeed in your role.

About the Role

Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered products. You will partner closely with a Group Retirement Services Customer Service Specialist to support daily caseload administration.

You will be required to learn and use the Group Pension Administration System (GPAS) and follow established Group Retirement Services (GRS) processes.

Key Responsibilities

• Manage the accurate and timely processing of group and individual contributions, ensuring compliance with internal policies and regulatory standards
• Review and process member applications, verifying completeness and alignment with plan requirements
• Execute interfund transfers and administer the movement of member assets across investment options
• Process cash withdrawals and coordinate transfers between registered plans and external financial institutions
• Prepare and distribute member disclosures, monitor accounts in default status, and initiate appropriate follow-up actions
• Maintain and update member and plan information within GPAS, ensuring data integrity and accuracy
• Collaborate closely with administration team members and cross-functional partners, contributing to a high-performing team environment and ensuring a seamless, accurate, and client-focused service experience across all touchpoints

Qualifications and Competencies 

• Proficiency in Microsoft Office applications: Microsoft Word, Excel, and Outlook
• Ensures accuracy in processing transactions and maintaining records
• Delivers responsive and professional service, addressing inquiries effectively
• Able to prioritize tasks and meet deadlines in a high-volume environment
• Identifies discrepancies, investigates issues, and recommends solutions
• Communicates clearly and professionally, both verbally and in writing
• Takes ownership of tasks and follows through to completion
• Responds effectively to changing priorities and evolving processes
• Works collaboratively with peers and stakeholders to achieve shared objectives
• Experience with pension or benefits administration systems (e.g., GPAS) is preferred
• Knowledge of registered plans (e.g., RRSP, RRIF, TFSA) and related regulatory requirements is an asset
• Willingness to complete CEBS Fundamental Courses
• Bilingual (French and English)

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The base salary for this position is between $43,300 - $58,600 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• 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.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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