Client Service Processor

Remote, USA Full-time
Canada Life is a leading insurer serving the financial security needs of over 13 million people across Canada. They are seeking a Client Service Processor responsible for the timely digital distribution of documents and emails to the Wealth Management teams, while collaborating closely with other departments. Responsibilities Triage incoming mail and faxes for the wealth teams within time standards Work closely with other admin areas regarding inter-team paperwork Assist with non-financial processing when required, while meeting service standard deadlines Participate in team meetings to discuss efficiencies and work on improving processes Provide support for small projects, as required Monitor and manage the team shared email boxes Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary) Skills Excellent organizational skills Analytical and detail oriented Working knowledge of Microsoft office products Excellent written and verbal communication skills Good interpersonal and team building skills Demonstrated organizational and time management skills to manage multiple tasks and deadlines Able to adapt quickly to changing priorities On Base (imaging system) experience an asset French language an asset Company Overview Canada Life looks after retirement, investments, Estate Planning, Wealth Management, Investing for Children, Flexible Life Plans. It was founded in 1903, and is headquartered in Potters Bar, Hertford, GBR, with a workforce of 10001+ employees. Its website is
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