Document Management Representative
Role Overview
The Document Management Representative distributes incoming operational mail, cheques, faxes, and emails to related Fidelity business units.
The role supports quality, customer service, partnership, and accurate document distribution within Transfer Agent Operations and Control.
Key Skills for This Role
Full Job Posting
Work Arrangement
- The role follows a predefined hybrid schedule.
- The initial work location is 483 Bay Street in Toronto, with a planned move to 3 Robert Speck Parkway in Mississauga in approximately late 2026.
Contract and Compensation
- This is a contract opportunity ending July 2, 2027.
- The role offers hourly compensation of $26.00 to $40.00 based on experience and qualifications.
Schedule
- Applicants must be available for rotating Monday-to-Friday shifts between 8:00 AM and 6:00 PM.
Position Overview
The Document Management Representative distributes incoming operational mail, cheques, faxes, and emails to related Fidelity business units.
The role supports quality, customer service, partnership, and accurate document distribution within Transfer Agent Operations and Control.
Primary Responsibilities
- Prepare operational documents accurately and on time for scanning and imaging.
- Scan cheque and non-cheque documents using OPEX scanners and follow applicable procedures.
- Validate and classify scanned images, including ICR and OCR processing.
- Distribute scanned and faxed items using KOFAX and XTRAC workflow applications.
- Conduct authorized signature verification using a KOFAX application.
- Follow internal policies, procedures, service level agreements, and auditing requirements.
- Complete other document management tasks assigned by the Team Manager.
- Support a positive client experience through accurate service and personal accountability.
Experience and Education
- Minimum one year of work experience is required, preferably in financial services.
- A post-secondary degree or equivalent work experience is required.
- Basic understanding of mutual funds operations is required.
- Completion of the Canadian Investment Funds Course is an asset.
- Current work authorization for Canada is required.
Expertise
- Strong customer service, organizational, multitasking, communication, and attention-to-detail skills are required.
- Proficiency in MS Office and strong keyboarding skills are required.
- Applicants must be able to work in a fast-paced environment.
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