Administrator, Document Control

Questrade Financial Group (QFG), through its companies - 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, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

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 diverse team members in an inclusive and collaborative environment

We're looking for our next Document Control Administrator. Could It Be You?

The primary role of a Document Control Administrator (DCR) is to facilitate and support the progression of account life-cycle through proper management of documentation. This includes new and closed accounts' document handling.

The DCR Admin will be responsible for the proper administration of documents to ensure accounts are correctly funneling through the different stages of account life cycle. This will start with sorting, processing and storing account documents/deposits of new accounts and end with the eventual placement and management of documentation/information of closed accounts.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• 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 all 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
• Filing and retrieving 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
• Other ad hoc duties as assigned

So are YOU our next Document Control Administrator? You are if you…

• Have 1+ years of relevant work experience, ideally in the financial services industry
• Have knowledge of G-Suite, especially Google Sheets
• Have excellent communication skills
• Have a positive attitude and strong client orientation
• Have strong organizational and multitasking capabilities
• Have high level of attention to detail
• Have the ability to work independently in a fast paced environment
• Have the curiosity to learn and understand why and how
• Have the ability to collaborate effectively as a team player

Additional kudos if you…

• 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…

• Please note this role will be required to be in 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. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, 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.