SUMMARY OF POSITION

The Process Administrator position is key to our business operations, working closely and collaboratively with the Finance and Member Care teams to deliver exceptional member service. Reporting to the Process Team Lead, their primary responsibility is to support the completion of policy and certificate new business applications, claims, cancellations, and general administration. Please note this is a hybrid role– working from the office in Oakville Monday, Wednesday, and Friday.

RESPONSIBILITIES

· Process new business, claims, and cancellations across all financial products, execute tasks related to certificate and policy claims, file documents, communicate issues with the external facing teams, coordinate mailing and electronic distribution of documents, and reconcile files.

· Complete policy and certificate administration as required.

· Complete T5 preparation as required.

· Assist with processing requests and investigations.

· Comply with all established processes and make recommendations for process improvements.

· Perform daily quality controls and ensure adherence to all internal controls.

· Maintain positive team relations within the processing team and across all teams; administer processes and deliver on requests from all internal teams. Participate in the completion of department deliverables.

· Work collaboratively and cooperatively with the Member Care, Finance, Business Development, and Service Excellent Teams to elevate and provide seamless member service. Participate in the continuous improvement of internal processes.

· Perform other tasks and projects assigned by Supervisor as and when required.

Requirements

KNOWLEDGE & SKILLS

Candidates must have proficient knowledge and demonstrate skills in the following areas:

· Experience with financial product administration.

· Proficiency with using Microsoft Office products including intermediate/advanced Excel skills.

· Experience entering accounting data, experience with NetSuite is an asset.

· Strong organizational skills.

· Experience meeting SLAs, and delivering within processing protocols, and standards of service.

· Resourcefulness, and being able to exercise initiative.

· Detail-oriented and strong focus on accuracy.

· Ability to maintain confidentiality concerning financial information.

· Experience in customer service and/or financial service industries is an asset.

Ability to work closely in a team environment in order to meet individual and team driven benchmarks

Benefits

GFD offers a comprehensive benefits package to our full-time employees, which includes:

· Competitive base salary

· Comprehensive benefits plan covering medical, dental, vision care, paramedical services, life insurance, and disability coverage

· Generous RRSP matching plan

· Vacation plan based on years of service

· Best-in-class Employee Assistance Program

· Hybrid work structure allowing for 3 days in the office and 2 days working from home

· Strong commitment to learning and development for all employees

Interview process

· Video call with Keltie Neville, People Operations

· Video call with Holly Dimech, Processing Team Lead, and Qazi Ali, Director of Finance and Member Accounting

· Skills Assessment

· Reference and Background Check

· Offer