Administrator, Document Control

Job Description

North American Centre, 5700 Yonge St #210B, North York, ON M2M 4G3, Canada

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting‑edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human‑centric collaboration with AI‑driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at 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

This job posting is for an existing vacancy

• Review account documents for completion and accuracy
• Process client requests from a range of brokerage operations queues
• Sort and organize paper‑based client account documentation received via mail
• Scan physical paper documents into electronic format and identify the correct teams to receive the digital documents
• Review and process all client deposits (cheques, drafts etc.)
• Ensure client deposits are compliant with provincial and federal laws
• Connect with back‑office teams to attain correct information to process client deposits and digital documents
• Deliver all deposits through the cheque scanner or branch
• Handle all incoming and outgoing mail
• Filing and retrieving documentation as required
• Coordinate mail delivery for different lines of business
• Accurately maintain all daily logs
• Prepare and review daily closed account reports
• Locate and prepare closed account documents for long‑term storage and eventual destruction
• Other ad hoc responsibilities as assigned

• 1+ years of relevant work experience preferred, asset in the financial services industry
• Experience working in operations is an asset
• Analytical and/or reconciliation skills and experience is an asset
• Knowledge of G‑Suite is preferred, especially Google Sheets
• Positive attitude and strong client orientation
• Strong organizational and multitasking capabilities
• High level of attention to detail
• Ability to work independently in a fast‑paced environment
• Completion of the CSC, CPH and related courses is an asset
• Experience using Broadridge BPS is an asset and preferred
• Curiosity to learn and understand why and how
• Ability to collaborate effectively as a team player
• Canadian Securities Course (CSC)
• Code of Practices Handbook Course (CPH)

• Base salary range: $45,000 - $50,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full‑Time Permanent roles.

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.