Administrator, Document Control

Join to apply for the Administrator, Document Control role at Questrade Financial Group Questrade Financial Group (QFG), through its companies including Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, and financial services. QFG uses cutting‑edge technology to develop innovative products that give customers better, more affordable ways to take control of their money. We are not a traditional financial institution; we constantly move forward, bringing the future of fintech into existence. We have a culture of innovation where technology serves people—our team and our customers. We view AI as an enabler and are seeking forward‑thinking individuals who can integrate it into their daily work. The ideal candidate will help us use AI to create an efficient employee experience and develop solutions that delight customers. We offer a hybrid environment that encourages continuous growth and values diversity and inclusion. What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick days for work‑life balance Competitive compensation and benefits packages Career growth and development opportunities Opportunities to contribute to community causes Work with a diverse, inclusive and collaborative team Document Control Administrator – Role The primary role of a Document Control Administrator (DCR) is to facilitate and support the progression of the account life‑cycle through proper management of documentation, including new and closed accounts’ documents. The DCR Admin’s responsibilities include: Review account documents for completion and accuracy Process client requests from a range of brokerage operations queues Process all client deposits (cheques, drafts, etc.) with accuracy and efficiency Deliver deposits through the cheque scanner or branch Handle all incoming and outgoing mail/courier service Sort and organize paper‑based client account documentation received via mail Scan paper documents into electronic format File and retrieve documentation as required Identify closed account documents for immediate destruction Prepare and review daily closed account reports Maintain all daily logs properly Locate and prepare closed account documents for long‑term storage and eventual destruction Perform other ad‑hoc duties as assigned Who You Are We’re looking for someone who: Has 1+ year of relevant work experience, ideally in the financial services industry Has knowledge of G‑Suite, especially Google Sheets Has excellent communication skills Has a positive attitude and strong client orientation Has strong organizational and multitasking capabilities Has a high level of attention to detail Can work independently in a fast‑paced environment Has curiosity to learn and understand why and how Can collaborate effectively as a team player Additional Kudos Have completed CSC, CPH and/or related courses Have experience using Broadridge BPS Have experience working in operations Have analytical and/or reconciliation skills and experience Additional Information This role requires being in the office 5 days a week Sounds Like You? Click Below to Apply At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. We treat individuals with dignity and respect, valuing the unique skills and experience you bring. Our team reflects the diversity of the communities we serve. We support and motivate you to harness your unlimited potential. Questrade’s Applicant Tracking System utilizes artificial intelligence for application screening, with final decisions subject to human review. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs. Seniority level Entry level Employment type Full‑time Job function Administrative Referrals increase your chances of interviewing at Questrade Financial Group by 2x. #J-18808-Ljbffr