Questrade Document Control Specialist
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-07-04
Listing for:
Kinvie
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance, Financial Compliance, Bank Customer Service
Job Description & How to Apply Below
With at least one year in operations, you will play a key role in reviewing and organizing client documentation for a more efficient process. Your proficiency with G-Suite, especially Google Sheets, along with strong organizational skills, will set you apart in this dynamic environment.
Key Responsibilities:
• Process client requests from multiple brokerage queues
• Ensure compliance of client deposits with laws
• Maintain filing and retrieval of important documents
• Coordinate mail for different business lines
• Prepare and review daily closed account reports
Requirements:
• Experience in the financial services sector preferred
• Strong analytical skills and attention to detail
• Ability to multitask and meet deadlines
• Positive and client-focused attitude
• Completion of relevant financial courses is an asset
Make an impact in the financial industry by joining the Questrade team.
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