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
  
  

• Work-life balance
  
  

• 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 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 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 Administrator, Document Control? You are if you have…

• 1+ years of relevant work experience preferred, ideally 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

• Excellent communication skills

• 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

Professional Development Recommendations:

• Canadian Securities Course (CSC)

• Code of Practices Handbook Course (CPH)
  
  

Sounds like you? Click below to apply! #LI-Hybrid #LI-MM1