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Administrator, Document Control
Toronto, ON, CAPosted 4 days ago
hybrid
Job Description
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
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
We’re looking for our next Document Control Administrator. Could It Be You?
The Document Control Administrator ensures the integrity, accuracy, and secure routing of all physical and digital client account documentation. This role is responsible for verifying that client deposits comply with registered and non-registered account requirements. By managing the end-to-end lifecycle of accounts—from onboarding setup to account management - this position directly supports seamless processing and back-office operational efficiency.
Need more details? Keep reading…
The Document Control Administrator will be responsible for ensuring the integrity, accuracy, and proper routing of all incoming client cheques. The admin will verify all payments match the requirements of various registered and non-registered account types, ensuring seamless processing. 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 of new accounts and end with the eventual placement and management of documentation/information of closed accounts.
The responsibilities of the Document Control Administrator are as follows:
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
Sort and organize paper-based client account documentation received via 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
So are YOU our next Document Control Administrator? You are if you…
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
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
Additional kudos if you have Professional Development Recommendations
Canadian Securities Course (CSC)
Code of Practices Handbook Course (CPH)
Compensation Information:
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.
Sounds like you? Click below to apply!
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