Join Questrade Financial Group as a Document Control Specialist, where your skills in documentation and client service drive financial success. This hybrid role emphasizes accuracy and compliance.
With at least one year in operations, you will play a key role in reviewing and organizing client documentation for a more productive 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 significant 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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📌 Questrade Document Control Specialist (Toronto)
🏢 Kinvie
📍 Toronto