Document Control Specialist

4 weeks ago


Toronto, Ontario, Canada Questrade Financial Group Full time

Job Summary

We are seeking a highly organized and detail-oriented Document Control Specialist to join our team at Questrade Financial Group. As a key member of our administrative team, you will be responsible for the proper management of documentation, ensuring that accounts are correctly processed and stored throughout their lifecycle.

Key Responsibilities

  • Review and process new account documents for completion and accuracy
  • Manage client requests from various back office queues
  • Process client deposits and enter information into our electronic system
  • Deliver deposits to the bank and handle incoming and outgoing mail/courier service
  • Sort and organize paper-based client account documentation
  • Scan documents into electronic format and maintain filing systems
  • Identify and prepare closed account documents for destruction and long-term storage
  • Prepare and review daily closed account reports and maintain daily logs

Requirements

  • Secondary school diploma or equivalent
  • 6 months to 1 year of related work experience
  • Strong attention to detail and organizational skills
  • Ability to work independently with minimal supervision

Preferred Qualifications

  • Successful completion of the CSC and CPH
  • Experience in administration or client services

About Questrade Financial Group

At Questrade Financial Group, we are committed to fostering a diverse, inclusive, and accessible work environment. We value the unique skills and experience that each individual brings to our team and strive to create a collaborative and supportive atmosphere that allows our employees to reach their full potential.



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