Pinnacle - Advisor Support Associate
Toronto, ON +2The Canada Life Assurance Company
Candidates need experience in insurance administration, advisor support, client service, banking or financial services, plus strong organization and attention to detail. Proficiency in Microsoft Office and comfort learning CRM and carrier portals are required. Bilingual French and English is an asset.
Microsoft Office, CRM platforms, Carrier portals
Customer Service Specialist
London, ONThe Canada Life Assurance Company
Candidates need excellent written communication, strong attention to detail, and fast keyboarding with few errors. Knowledge of investment types such as RRSP, non-registered and TFSA accounts is required, and FundServ, Unitrax and OnBase experience and bilingual French are assets.
FundServ, Unitrax, OnBase
Customer Service Specialist
London, ONThe Canada Life Assurance Company
Candidates need strong analytical, communication and organizational skills, plus proficiency in Microsoft Word, Outlook and Excel, including formulas, pivot tables and macros. Knowledge of retirement arrangements or GRS processes and bilingual French and English are assets.
GPAS, Microsoft Excel, Microsoft Word, Microsoft Outlook