What’s in it for you as an employee of QFG?Health & wellbeing resources and programsPaid vacation, personal, and sick days for work-life balanceCompetitive compensation and benefits packagesWork-life balance in a hybrid environment with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environmentWe’re looking for our next Administrator, Document Control. 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…Review account documents for completion and accuracyProcess client requests from a range of brokerage operations queuesProcess all client deposits (cheques, drafts etc.) with accuracy and efficiencyDeliver all deposits through the cheque scanner or branchHandle all incoming and outgoing mail/courier serviceSort and organize paper-based client account documentation received via mailScan paper documents into electronic formatFiling and retrieving documentation as requiredIdentify closed account documents for immediate destructionPrepare and review daily closed account reportsMaintain all daily logs properlyLocate and prepare closed account documents for long-term storage and eventual destructionOther ad hoc duties as assignedSo are YOU our next Administrator, Document Control? You are if you have…1+ years of relevant work experience preferred, ideally in the financial services industryExperience working in operations is an assetAnalytical and/or reconciliation skills and experience is an assetKnowledge of G-Suite is preferred, especially Google SheetsExcellent communication skillsPositive attitude and strong client orientationStrong organizational and multitasking capabilitiesHigh level of attention to detailAbility to work independently in a fast paced environmentCompletion of the CSC, CPH and related courses is an assetExperience using Broadridge BPS is an asset and preferredCuriosity to learn and understand why and howAbility to collaborate effectively as a team playerProfessional Development Recommendations:Canadian Securities Course (CSC)Code of Practices Handbook Course (CPH)Sounds like you? Click below to apply! #LI-Hybrid #LI-MM1
