Document Control Professional
2 weeks ago
Company Overview
Questrade Financial Group of Companies is a pioneering fintech institution committed to empowering customers to achieve financial success and security. With a unique approach, we differ from traditional financial institutions, offering a collaborative environment that fosters growth and innovation.
Job Description
We are seeking a detail-oriented Document Control Administrator to facilitate the progression of account life cycles through effective document management. This role involves sorting, processing, and storing account documents/deposits for new accounts and managing documentation/information for closed accounts.
Responsibilities
- Review new account documents for accuracy and completeness
- Process client requests from various back-office queues
- Enter client deposits (cheques, drafts) into our electronic system
- Deliver deposits to the bank
- Handle incoming and outgoing mail/courier services
- Organize paper-based client account documentation received via mail
- Scan paper documents into electronic format
- Filing and retrieving documentation as required
- Identify closed account documents for destruction
- Prepare and review daily closed account reports
- Maintain daily logs properly
- Locate and prepare closed account documents for long-term storage and eventual destruction
Required Skills and Qualifications
- Secondary school diploma or equivalent
- 6-12 months related work experience
- Strong attention to detail and organization skills
- Able to work independently with minimal supervision
Salary Information
The estimated annual salary for this position is around $50,000-$60,000, depending on location and experience. The role is a 12-month contract.
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