Documentation Specialist

This role involves performing end-to-end document management activities, ensuring compliance with standards and safeguarding the integrity of critical documentation.

• Bilingual in English and Quebec French (mandatory)
• Experience in accounts documentation or financial operations in a corporate or banking environment
• Bachelor’s degree preferred;
  Business Administration, Finance, and Accounting preferred
• Foundational proficiency in Change Management
• Intermediate proficiency in Electronic Documentation Management Systems, Regulatory Compliance, Risk Assessments, Financial Analysis, Problem Solving, Collaboration, Time Management, and Detail-Oriented skills
• Advanced proficiency in Data Analysis Tools

• Experience working in Quebec or familiarity with local regulatory standards
• Specialized knowledge from education and/or business experience

• Execute updated core document management processes to create efficiencies and improve operational performance
• Advise and guide on sales legal documentation to clients and internal partners
• Manage the document database and mitigate risks within document management processes
• Support in formulating and updating document retention guidelines and policies
• Draft reports on document management metrics and operational performance
• Prepare necessary documentation for audits, ensuring adherence to internal policies and external regulations
• Analyze higher-risk client requests, verifying proper authorizations
• Execute change management initiatives for process improvements
• Manage end-to-end document workflows for deposit accounts, client onboarding, and treasury services
• Ensure completeness and correctness of account documentation
• Organize, secure, and mitigate risks in document processes
• Think creatively and propose new solutions
• Exercise judgment to identify, diagnose, and solve problems
• Work mostly independently

• Inclusive and diverse workplace culture
• Opportunities for professional development and growth
• Flexible work environment with options for remote work

For immediate consideration please click APPLY to begin the screening process with Alex.