Overview

We are seeking a highly organized and detail‑oriented individual to join our Document Management team at Assante Wealth Management, a leading financial services organization. As an Associate of Document Management, you will support the efficient management, retrieval, and storage of critical financial documents while ensuring compliance with regulatory requirements and internal policies. You will work closely with various teams to maintain the integrity, security, and accessibility of important documents and ensure smooth operations within the organization. This is a full‑time in‑office role requiring computer literacy in Google, Windows‑Outlook, Microsoft Teams, and Adobe.

Responsibilities

- Document Organization & Maintenance: Manage and organize financial and legal documents, including contracts, account records, and client cheques. Ensure proper categorization and filing in both physical and electronic systems.
- Digitalization & Data Entry: Convert paper documents to digital formats through scanning, ensuring accuracy and adherence to company protocols. Input relevant data into document management systems as required.
- Document Retrieval & Distribution: Provide timely access to documents for internal teams and external stakeholders. Ensure that document requests are processed efficiently and accurately.
- Compliance & Security: Ensure that all documents are managed in accordance with regulatory standards and internal policies. Maintain confidentiality and adhere to privacy laws, including data protection regulations.
- Quality Control: Perform regular audits and quality checks on stored documents to ensure they are complete, correctly filed, and in compliance with industry standards.




- Collaboration: Work with various departments within Assante Operations to support document‑related needs, ensuring seamless workflows.
- Training & Support: Assist in the training of new staff on document management procedures and best practices. Provide ongoing support to team members and departments for document‑related queries.
- Continuous Improvement: Identify opportunities to improve document management processes and contribute to the implementation of current tools and technologies to enhance efficiency.

Key Requirements

- Strong organizational skills with attention to detail.
- Experience with document management systems or similar tools.
- Proficient in Microsoft Office, PDF handling, and basic scanning technology.
- Excellent verbal and written communication skills.
- Ability to maintain confidentiality and data security.
- Strong analytical and problem‑solving abilities.

Benefits

- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top‑Up Program
- Fitness Membership Discounts
- Paid Volunteer Day

Equal Employment Opportunity Statement

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process, please contact us at or call 416‑364‑1145 ext. 4747.

#J-18808-Ljbffr

📌 Assante Document Management Centre Associate (Toronto)
🏢 CI Financial
📍 Toronto