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NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular…
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NS
Assistant Manager - Continuing Care Nursing
Nova Scotia Health Authority
Port Hawkesbury, NS
- Full-time
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HB
Human Resources Manager
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Fredericton, NB
- $80,000 to $93,000 CAD / year
- Full-time
Broad, hands-on HR expertise across employee relations, recruitment, performance management, manager coaching, and organizational development.
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- Full-time
Employee & Family Assistance Program for mental health and well-being (EAP)
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Assistant Manager
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Assistant Manager
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British Columbia Land Surveyor, Alberta
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In alignment with IH’s Occupational Health & Safety Program, employees shall adhere to all Occupational Health and Safety policies and procedures at all times and attend all required…

The Canada Life Assurance Company

Client Service Assistant

Toronto, ON, Canada

The base salary for this position is between $38,700-$52,400 annually.

Apply About employer

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Job details

Pay: The base salary for this position is between $38,700-$52,400 annually.
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Permanent Full Time

As a Customer Service Assistant, you will play an important role in supporting the administration of Group Retirement Plans, including RRSP, RPP, DPSP, and Investment Only plans. Working closely with the Customer Service team, you will provide administrative and operational support to ensure a positive experience for plan sponsors and members.

This position follows a hybrid work style based out of our Toronto office at 190 Simcoe Street. Employees in this role are required to work 4-5 days per week in the office to support team collaboration and business operations.

Reporting to the Associate Manager, you will work closely with Group Retirement Services Customer Service Specialists, assisting with daily caseload administration, processing transactions, maintaining accurate records, and supporting key service activities. The successful candidate will demonstrate strong attention to detail, excellent organizational skills, and a commitment to providing exceptional customer service in a fast-paced environment.

What you will do:

Handling plan member maintenance and searches on GPAS and CIS Copilot
Monitoring general shared mailboxes for emails received from internal business partners
Data entry and handling of tasks within IntelliQ
Monitoring Incoming Faxes and moving to CIR File Share
Managing member and client file requests and scanning to shared file folders
Preparation of material to be mailed out to members and clients
Processing and distribution of various ad-hoc confirmation statements and letters
Completing ad hoc tasks, as required

What you will bring:

Minimum two years’ experience working in an office environment
Previous experience managing high work volumes, multiple priorities and tight deadlines.
Ability to work comfortably on a computer including Microsoft products (Outlook, Excel, Word)
Strong attention to detail with a focus on accuracy
Excellent organization and time management skills
Self-motivated with a proven sense of urgency and ability to work independently
Strong interpersonal skills and collaborative approach to teamwork
Ability to communicate effectively – both written and verbal
Knowledge of investment/retirement forms and/or business processes within GRS would be an asset
Experience with the GPAS and/or CIS Copilot systems would be an asset
Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.

The base salary for this position is between $38,700-$52,400 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 talentacquisitioncanada@canadalife.com. 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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More about this job

Responsibilities

The role involves providing administrative and operational support for Group Retirement Plans, including processing transactions and maintaining accurate records. You will also monitor shared mailboxes, handle data entry, and prepare materials for clients and plan members.

Requirements

Candidates must have at least two years of office experience and the ability to manage high work volumes and tight deadlines. Proficiency in Microsoft Office products and strong attention to detail are essential for this position.

Skills

Customer service
Data entry
Administrative support
Attention to detail
Organizational skills
Time management
Microsoft Outlook
Microsoft Excel
Microsoft Word
Communication skills
Interpersonal skills
Record keeping
Transaction processing

Benefits

Health benefits
Dental benefits
Mental health benefit
Pension plan
Share ownership program
Education reimbursement
Volunteer day
Employee recognition programs
Employee discounts

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement Plans
RRSP
RPP
DPSP
GPAS
CIS Copilot
IntelliQ
CIR File Share
Data entry
Administrative support
Customer service
Investment
Retirement forms
Security clearance
Protected B information
Hybrid work
Office administration
Record maintenance
Transaction processing
Time management
Collaboration

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