About Company
Canada Life is a leading insurance and wealth management company with a proud history of helping Canadians achieve their financial goals. With a commitment to our communities and a focus on innovation, we offer a dynamic work environment where employees can thrive and grow. We believe in fostering a culture of diversity, inclusion, and continuous learning, providing a solid foundation for a successful career. Join a company that values its people and makes a tangible difference in the lives of millions.
Job Description
Are you meticulously organized, detail-oriented, and eager to kickstart your career in the financial services industry? Canada Life is seeking a motivated Client Data Assistant to join our vibrant team in Downtown Winnipeg. This entry-level position is perfect for individuals who are passionate about accuracy, have a keen eye for detail, and are looking to make a significant impact from day one. As a Client Data Assistant, you will play a crucial role in maintaining the integrity and accuracy of our client information, which is foundational to our operations and client service excellence. You will be responsible for a variety of data-related tasks, ensuring that all client records are up-to-date, precise, and compliant with internal policies and industry regulations. This role offers an invaluable opportunity to learn about the intricate world of financial data management, develop essential administrative skills, and contribute to the smooth functioning of our client-facing operations. Working closely with various departments, you will gain exposure to different facets of the business, making this an ideal stepping stone for a long-term career at Canada Life. We provide a supportive environment with ample opportunities for professional growth and development. If you are a proactive problem-solver with a strong work ethic and a desire to contribute to a leading Canadian financial institution, we encourage you to apply and begin your journey with us.
Key Responsibilities
- Accurately input and update client information into various internal databases and systems.
- Verify data for accuracy and completeness, identifying and correcting discrepancies.
- Maintain strict confidentiality and security of all client data.
- Assist in preparing and processing client-related documents and reports.
- Support the client services team by retrieving and providing accurate data as requested.
- Perform regular data clean-up activities to ensure data quality and integrity.
- Adhere to all company policies, procedures, and regulatory requirements related to data handling.
- Collaborate with team members to streamline data entry processes and improve efficiency.
- Respond to internal inquiries regarding client data in a timely and professional manner.
- Participate in ongoing training and development opportunities to enhance skills and knowledge.
Required Skills
- Exceptional attention to detail and accuracy.
- Strong organizational and time management skills.
- Proficiency in basic computer applications (e.g., Microsoft Office Suite, particularly Excel).
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- High level of integrity and ability to handle confidential information responsibly.
- Proactive attitude and a willingness to learn new systems and processes.
Preferred Qualifications
- High school diploma or equivalent; post-secondary education in business, administration, or a related field is an asset.
- Previous experience (even part-time or volunteer) in an office or data entry setting.
- Familiarity with financial services terminology or concepts.
- A strong understanding of data privacy principles.
Perks & Benefits
- Comprehensive health and dental benefits package.
- Competitive paid time off (vacation, sick leave, holidays).
- Opportunities for professional development and career advancement.
- Employee assistance program and wellness initiatives.
- Retirement savings plan with company matching.
- Supportive and inclusive work environment.
- Access to a dynamic downtown office location with modern amenities.
How to Apply
If you are ready to embark on a rewarding career with Canada Life and contribute to a team that values precision and dedication, we encourage you to apply. Please click on the application link below to submit your resume and cover letter. Tell us why you are the ideal candidate for this Client Data Assistant role and how your skills align with our company values. We look forward to reviewing your application!