Document Management Representative
Role Overview
Transfer Agency Processing Support handles financial and non-financial transaction processing, from receiving and distributing requests to trade settlement.
The representative distributes operational mail, cheques, faxes, and emails to related business units under applicable service level agreements.
The role supports document workflow stages including preparation, scanning, image validation and classification, and distribution to business units.
Key Skills for This Role
Full Job Posting
Work arrangement and location
- The role follows a predefined hybrid schedule.
- The work location is 483 Bay Street in Toronto until approximately late 2026, then the new Mississauga office at 3 Robert Speck Parkway.
Role overview
Transfer Agency Processing Support handles financial and non-financial transaction processing, from receiving and distributing requests to trade settlement.
The representative distributes operational mail, cheques, faxes, and emails to related business units under applicable service level agreements.
The role supports document workflow stages including preparation, scanning, image validation and classification, and distribution to business units.
Primary responsibilities
- Prepare operational documents accurately and on time for scanning and imaging.
- Scan cheque and non-cheque documents, including barcoded OCR documents, using OPEX scanners and applicable procedures.
- Validate scanned images, including ICR/OCR processing, for accuracy and integrity.
- Distribute scanned and faxed items using KOFAX and XTRAC workflow applications.
- Conduct authorized signature verification using the applicable KOFAX application.
- Follow internal policies, procedures, and audit requirements; perform other document management tasks as assigned.
- Support a positive client experience through attentive service, prompt problem correction, and personal accountability.
Candidate qualifications
- At least 1 year of work experience, preferably in financial services.
- Post-secondary degree or equivalent work experience.
- Completion of the Canadian Investment Funds Course (CIFC) is an asset.
- Basic understanding of mutual funds operations; strong customer service, organization, multitasking, and attention to detail.
- Good verbal and written communication, MS Office proficiency, and strong keyboarding skills.
- Current work authorization for Canada is required.
- Applicants must be available for rotating Monday-to-Friday shifts between 8:00 AM and 6:00 PM.
Compensation
- This contract role offers hourly compensation ranging from $26.00 to $40.00 based on experience and qualifications.
Contract and schedule
- This is a contract opportunity ending April 30, 2027.
- The role has multiple openings.
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