Opens LinkedIn
- Employment type
- Contract
- Experience level
- Mid-level · 2+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Associate
- Application method
- Direct apply is available
Job summary
Review documents submitted by branch partners to ensure they meet legal requirements, process accurate documents, and follow up when information or corrections are needed. Support clients in managing their finances.
Job details
Job Title: Legal Documentation Specialist Location: Mississauga, ON (Hybrid) Duration: 12 months contract (with possibility of extension/conversion) Preferred/Ideal Candidate Background 2–4 years of banking experience as a Financial Advisor, working with clients and demonstrating strong knowledge of banking products and services, including debit and credit, chequing and savings accounts, and core banking financial product knowledge. Legal experience is a very strong nice-to-have (HM's preference). Typical Day-to-Day Responsibilities: Supporting client’s clients in managing their finances. Reviewing documents submitted by branch partners to ensure they meet legal requirements. Processing documents if accurate or following up when needed. Must-Have Hard Skills Fully bilingual in English and French – written and verbal. 2–4 years of banking experience is required. Prior experience in an SLA-based role. MS 365 proficiency – Excel, Outlook, and Word. Comfortable using AI technology. Nice-to-Have Legal experience – working with legal government documents. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
What you’ll do
Review documents submitted by branch partners to ensure they meet legal requirements, process accurate documents, and follow up when information or corrections are needed. Support clients in managing their finances.
Requirements
Requires 2–4 years of banking experience, prior experience in an SLA-based role, and fluency in written and spoken English and French. Candidates should be proficient with Microsoft 365, including Excel, Outlook, and Word, and comfortable using AI technology; legal experience with government documents is preferred.
Listed skills
- Microsoft Excel · Preferred
- Microsoft Outlook · Preferred
- Microsoft Word · Preferred
- Microsoft 365 · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- English-French Bilingual Communication
- Banking Products And Services
- Financial Advisory
- Document Review
- Legal Document Processing
- Client Financial Support
- Service-Level Agreement (SLA) Compliance
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- Microsoft 365
- AI Technology
Job areas
- Finance & Accounting
- Legal
- Customer Service & Support
- Administrative
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