Documentation Specialist
3 weeks ago
595 Burrard Street Vancouver British Columbia,V7X 1L7
Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank’s ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.
- Advises and guides on sales legal documentation to clients and internal partners.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Resolves questions and issues with sales agreements and account documentations.
- Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with BMO’s standards.
- Analyzes information and provide insights and recommendations.
- Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.
- Reviews higher-risk client requests and confirm that proper authorizations have been received.
- Assists with the development, review and implementation of legal documents.
- Provides input into the planning and implementation of document management programs.
- Determines type of documents and appropriate actions as per request and establish procedures and processes.
- Reviews documents to verify that forms are correctly completed and required formats are used.
- Executes data entry/processing/tracking to support document management activities.
- Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
- Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
- Follows records retention guidelines and policies for type of documentation, as required.
- Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
- Participates in the design, development, implementation, and management of core processes.
- Improves operational methods and workflows by identifying, recommending process improvement opportunities.
- Supports change management work to ensure the achievement of anticipated benefits.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- PC skills (MS Word, Excel, PowerPoint) - Good.
- Time management skills - Good.
- Prioritization skills - Good.
- Ability to multi-task in a fast-paced environment.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
**We’re here to help**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
-
Document Specialist
1 month ago
Vancouver, Canada Fasken Full time**Who We Are** Fasken is a leading international business law and litigation firm, and was recently voted one of Canada’s Best Employers for 2023. Our firm’s 800 lawyers are located across offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec City, London and Johannesburg. Providing strategic and thoughtful advice in all areas of...
-
Documentation Specialist
2 weeks ago
Vancouver, Canada SLR Full timeAdvert We are SLR Consulting (Canada), a 550+ team of advisory, environmental/engineering, and regulatory professionals across 18 office locations in Canada. We deliver environmental and sustainability services to our clients through the integration of advisory and over 30 technical environmental and engineering disciplines to help clients address some...
-
Documentation & Training Specialist, Technical
2 weeks ago
Vancouver, Canada Global Relay Full time**Who we are**: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their...
-
Document Control Specialist
4 weeks ago
Vancouver, Canada HTEC Hydrogen Technology & Energy Corp Full timeHydrogen is the fuel of the future! Every day, countries around the world are advancing their hydrogen strategies to reduce greenhouse gas emissions and build a greener planet. In Canada, HTEC is leading the way having built Canada’s first hydrogen fueling station network. We own and operate 5 hydrogen fueling stations in the country and are developing...
-
Document Formatting Specialist
4 weeks ago
Vancouver, Canada Hatch Full time**Requisition ID**:87576 **Job Category**:Project Controls **Location**:Vancouver, BC, Canada Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly work...
-
Vancouver, Canada Global Relay Full timeWho we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world’s most highly regulated firms, giving them greater visibility and control over their...
-
Document Specialist
1 month ago
Vancouver, Canada Fasken Full time**Who We Are** Fasken is a leading international business law and litigation firm. Our firm’s 700 lawyers are located across offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec City, London and Johannesburg. Providing strategic and thoughtful advice in all areas of business law, our broad range of clients include close to half of...
-
Document Control Clerk
4 weeks ago
Vancouver, Canada RJC Engineers Full timeSpecializing in structural engineering, building science, structural restoration, structural glass engineering, parking facility design and building energy modelling, RJC Engineers (RJC) is one of Canada’s leading engineering firms. Recognized as an exceptional workplace, we mentor the next generation of Canada’s ‘best and brightest’ engineers and...
-
Deposit Documentation Specialist
2 weeks ago
Vancouver, BC, Canada Forge Recruitment Full timeForge Recruitment is pleased to partner with a specialty law firm with offices in Toronto, Vancouver and Victoria serving the needs of Indigenous people and others who seek assistance in the areas of aboriginal, public, constitutional, and environmental law. The Vancouver office is seeking a Filing Clerk to join their team! Implement and maintain...
-
Equipment Engineering Specialist
1 week ago
Vancouver, Canada Procom Full timeEquipment Engineering Specialist On behalf of our client, Procom is seeking an Equipment Engineering Specialist for a 12-month contract in Vancouver, BC. Equipment Engineering Specialist Job Details The successful candidate will be a results-oriented individual with industry knowledge and technology experience. The Specialist will be accountable to develop...
-
Equipment Engineering Specialist
1 week ago
Vancouver, Canada Procom Full timeEquipment Engineering Specialist On behalf of our client, Procom is seeking an Equipment Engineering Specialist for a 12-month contract in Vancouver, BC. Equipment Engineering Specialist Job Details The successful candidate will be a results-oriented individual with industry knowledge and technology experience. The Specialist will be accountable to develop...
-
Equipment Engineering Specialist
1 week ago
Vancouver, Canada Procom Full timeEquipment Engineering Specialist On behalf of our client, Procom is seeking an Equipment Engineering Specialist for a 12-month contract in Vancouver, BC. Equipment Engineering Specialist Job Details The successful candidate will be a results-oriented individual with industry knowledge and technology experience. The Specialist will be accountable to develop...
-
Investment Specialist Administrative Assistant
4 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 161305 Join the Global Community of Scotiabankers to help customers become better off. **#LI-Remote, #LI-Hybrid** **Purpose of Job** The Assistant, Investment Specialist will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In...
-
Specialist, Virtual Health
4 weeks ago
Vancouver, Canada PHSA Full time**Specialist, Virtual Health** PHSA Corporate Vancouver, BC In accordance with the Mission, Vision, Values and strategic direction of PHSA safety, including both patient and employee safety, is a priority and a responsibility shared by everyone at PHSA. As such, the requirement to continuously improve quality and safety is inherent in all aspects of this...
-
Clinical Informatics Specialist
1 month ago
Vancouver, Canada PHSA Full time**Clinical Informatics Specialist (Laboratory)** Provincial Laboratory Medicine Services Vancouver In accordance with the Mission, Vision and Values, and strategic directions of PHSA safety, including both patient and employee safety, is a priority and a responsibility shared by everyone at PHSA. As such, the requirement to continuously improve quality...
-
Clinical Informatics Specialist
1 month ago
Vancouver, Canada PHSA Full time**Clinical Informatics Specialist** - PHSA Corporate Vancouver, BC Reporting to the Director, Clinical Informatics, or designate, the Specialist, the subspecialty of all medical specialties transforms health care by analyzing, designing, implementing, and evaluating information and communication systems to improve patient care, enhance access to care,...
-
Cost Specialist
1 week ago
Vancouver, Canada Woodfibre LNG Full timeProject The Woodfibre LNG Project is located approximately 7 km west-southwest of Squamish, British Columbia. It involves the construction and operation of a liquefied natural gas (LNG) export facility on the previous Woodfibre pulp mill site, which would have a storage capacity of 250,000 m3 and would produce approximately 2.1 million tons per year of LNG....
-
Cost Specialist
1 week ago
Vancouver, Canada Woodfibre LNG Full timeProject The Woodfibre LNG Project is located approximately 7 km west-southwest of Squamish, British Columbia. It involves the construction and operation of a liquefied natural gas (LNG) export facility on the previous Woodfibre pulp mill site, which would have a storage capacity of 250,000 m3 and would produce approximately 2.1 million tons per year of LNG....
-
Cost Specialist
1 week ago
Vancouver, Canada Woodfibre LNG Full timeProject The Woodfibre LNG Project is located approximately 7 km west-southwest of Squamish, British Columbia. It involves the construction and operation of a liquefied natural gas (LNG) export facility on the previous Woodfibre pulp mill site, which would have a storage capacity of 250,000 m3 and would produce approximately 2.1 million tons per year of LNG....
-
Packaging Specialist
4 weeks ago
Vancouver, Canada Eminence Organic Skin Care Full timeRole Summary The Packaging Specialist is responsible for assisting in the creation of innovative packaging that spans Eminence's diverse portfolio of professional and retail products. As the Packaging Specialist, you will collaborate in sourcing new componentry and packaging solutions, develop component technical documentation, partner with a...
