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Document Management Representative
3 months ago
Document Management Representative
With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?
Our Document Imaging and Dealer Services team is currently growing We're seeking a Document Management Representative – someone who is responsible for achieving the daily operational functions and activities as it relates to scanning and indexing within the workflow management for internal and external clients and other document related functions.
The Document Service representative will work with both internal and external clients by ensuring the integrity of the images, document filing and retrieval of records in a timely manner.
WE WANT YOU TO JOIN OUR TEAM OF WINNERS
At Investment Planning Counsel we have worked towards outlining responsibilities to your role to bring you success and growth.
What is the role of the Document Management Representative?
Image documents from Advisors and branches into their respective document assigned categories Monitor the quality of images and accuracy of account input when indexing. Perform routine equipment maintenance Perform periodic quality check of packages that are scanned at Head Office (HO Re-scan poor quality images as they are identified Monitor incoming email (UVC) and manage imaging email boxes Maintain a working knowledge of all imaging, workflow procedures Meet outlined imaging SLA's. Collaborate with team when managing queue volumes Work with internal IS teams and vendors with trouble shooting and issue resolution Cheque deposits at HO Return mail reporting review and handling Complete monthly stats and other assigned reporting Coordinate activities of business owners involved with analyzing business forms; such as maintain an inventory of forms and changes across multiple repositories, translations, testing, script completion and documentation. Provide support with Initiatives as required which includes testing and may require overtime on occasional weekends. Includes Univeris release meetings, UAT & PAT Coordinate storage activities among all cost centers at Head Office to f ulfill special request and answer questions for document retrieval. Effective handling of delivery/receiving of confidential storage boxes to various teams Review and update procedure manuals Other duties as required or assigned by leaderWhat traits and competencies should a Document Management Representative possess?
Strong verbal and written communication skills Ability to leverage technology to enhance client experiences Effective time management skills. Ability to manage multiple responsibilities effectively while meeting with outlined service guidelines. A true interest in working collaboratively and being a team playerWhat are the preferred qualifications for a Document Management Representative ?
Minimum 2 years of experience within the Financial Industry Experience working in a dealership, preferably in an operations team is an asset. Post-Secondary education; completion of IFIC is an asset Intermediate knowledge and proficiency at using the Microsoft Office suite of products, mainly MS Word and ExcelWhat is #lifeatIPC?
Awesome support in providing industry-leading training to help you succeed in your role. Awesome community involvement opportunities through IPC Cares. Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun. Awesome recognition: kudos, all-star program, rising star, and the circle of excellence. Awesome Leadership teams that know your nameReprésentant, Gestion des documents ou Représentante, Gestion des documents
Grâce à votre formation, à vos compétences et à votre expérience, vous menez une brillante carrière dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre entreprise idéale, celle qui vous encourage à adopter un style de vie équilibré ainsi qu'à réussir sur le plan professionnel?
Notre équipe Numérisation des documents et Services aux courtiers s'agrandit. Nous sommes à la recherche d'un représentant, Gestion des documents ou d'une représentante, Gestion des documents – une personne qui est responsable de l'exécution des fonctions et des activités opérationnelles quotidiennes relatives à la numérisation et à l'indexation dans le cadre de la gestion du flux de travail pour les clients internes et externes et d'autres fonctions liées aux documents.
Le ou la titulaire de ce poste travaillera avec les clients internes et externes en assurant l'intégrité des images ainsi que le classement et la récupération des documents en temps opportun.
JOIGNEZ-VOUS À NOTRE ÉQUIPE GAGNANTE
Chez Investment Planning Counsel, nous avons travaillé à définir les responsabilités liées à votre poste pour favoriser votre réussite et votre développement.
Quel est le rôle du représentant, Gestion des documents ou de la représentante, Gestion des documents?
Numériser les documents des conseillers et des succursales dans les catégories de documents qui leur sont attribuées Surveiller la qualité des images et l'exactitude des données relatives au compte lors de l'indexation Effectuer l'entretien normal de l'équipement Effectuer des vérifications périodiques de la qualité des trousses qui sont numérisées au siège social Effectuer une nouvelle numérisation des images de mauvaise qualité à mesure qu'elles sont repérées Surveiller les courriels entrants (UVC) et gérer les boîtes de courriel d'imagerie Maintenir une connaissance pratique de toutes les procédures d'imagerie et de gestion du flux des travaux Respecter les ententes de niveau de service en matière d'imagerie Collaborer avec l'équipe pour la gestion des volumes de la file d'attente Travailler avec les équipes internes des SI et les fournisseurs pour le dépannage et la résolution des problèmes Effectuer les dépôts de chèques au siège social Effectuer l'examen et le traitement des rapports sur le courrier retourné Produire des statistiques mensuelles et d'autres rapports demandés Coordonner les activités des propriétaires de projet qui participent à l'analyse des formulaires, notamment ce qui suit : tenue à jour d'un inventaire des formulaires et des changements dans plusieurs référentiels, traduction, mise à l'essai, rédaction de scénarios et documentation Offrir du soutien relativement aux initiatives au besoin, ce qui comprend des tests et peut nécessiter des heures supplémentaires à l'occasion la fin de semaine, ainsi que des réunions sur les mises à jour d'Univeris et les essais d'acceptation par les utilisateurs et dans les environnements de production Coordonner les activités d'entreposage entre tous les centres de coûts du siège social pour donner suite aux demandes spéciales et répondre aux questions concernant la récupération de documents Traiter efficacement la livraison/réception des boîtes d'entreposage de documents confidentiels destinées à diverses équipes ou provenant de celles-ci Passer en revue et mettre à jour les guides des procédures Effectuer d'autres tâches au besoin, notamment celles assignées par le leaderQuels traits de personnalité et quelles compétences devez-vous posséder?
Aptitude marquée pour la communication verbale et écrite Capacité de tirer parti de la technologie pour améliorer l'expérience client Compétences en gestion du temps Capacité de gérer efficacement de multiples responsabilités tout en respectant les lignes directrices en matière de service Intérêt véritable pour la collaboration et le travail en équipeQuelle qualification professionnelle devez-vous avoir?
Minimum de deux ans d'expérience dans le secteur des services financiers Expérience de travail chez un courtier, de préférence au sein d'une équipe d'exploitation – un atout Études postsecondaires; réussite du cours de l'Institut des fonds d'investissement du Canada – un atout Connaissance et maîtrise intermédiaires de la suite Microsoft Office, principalement Word et ExcelQu'est-ce que la #VieChezIPC?
Un soutien extraordinaire grâce à une formation de premier plan qui vous aidera à réussir dans vos fonctions D'extraordinaires occasions en matière d'engagement communautaire grâce à IPC Cares Des avantages extraordinaires : des garanties collectives qui répondent à vos besoins, un régime de retraite, un régime d'achat d'actions, un programme de rabais d'entreprise, des événements sociaux, un horaire d'été et beaucoup de plaisir Des marques de reconnaissance extraordinaires : des félicitations, un programme d'étoiles, la présentation des étoiles montantes et un cercle d'excellence Des équipes de leaders extraordinaires qui vous connaissent par votre nom