Job Description
Documentation Specialist – Role Overview
Key Responsibilities: Manage the end-to-end account opening process
Prepare and review Treasury and Payment Solutions documentation
Handle Entity Life Cycle changes, including: Signatory updates
Legal name changes
Mergers
Address changes
Perform client information updates across internal systems
Upload and maintain documentation in Share
Point, ensuring adherence to compliance requirements
Ensure clear and professional written communication (English & French)
Provide customer support over the phone, offering guidance and assistance (English & French)
Manage expectations and build strong relationships with Sales partners
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
We are an equal prospect/affirmative action employer that believes everyone matters.
Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy),
sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
[email protected].
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
1+ years experince working within Candidan banks
Fluent in both English and French (verbal and written)
Client-Facing roles within the bank
Excellent customer service and ability to work with others
📌 Bilingual Documentation Specialist (Montreal)
🏢 Insight Global
📍 Montreal