Administrator, Document Control
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Administrator, Document Control. Could It Be You?
The primary role of a Document Control Administrator (DCR) is to facilitate and support the progression of account life-cycle through proper management of documentation. This includes new and closed accounts’ document handling.
The DCR Admin will be responsible for the proper administration of documents to ensure accounts are correctly funneling through the different stages of account life cycle. This will start with sorting, processing and storing account documents/deposits of new accounts and end with the eventual placement and management of documentation/information of closed accounts.
Need more details? Keep reading…
- Review account documents for completion and accuracy
- Process client requests from a range of brokerage operations queues
- Process all client deposits (cheques, drafts etc.) with accuracy and efficiency
- Deliver all deposits through the cheque scanner or branch
- Handle all incoming and outgoing mail/courier service
- Sort and organize paper-based client account documentation received via mail
- Scan paper documents into electronic format
- Filing and retrieving documentation as required
- Identify closed account documents for immediate destruction
- Prepare and review daily closed account reports
- Maintain all daily logs properly
- Locate and prepare closed account documents for long-term storage and eventual destruction
- Other ad hoc duties as assigned
So are YOU our next Administrator, Document Control? You are if you have…
- 1+ years of relevant work experience preferred, ideally in the financial services industry
- Experience working in operations is an asset
- Analytical and/or reconciliation skills and experience is an asset
- Knowledge of G-Suite is preferred, especially Google Sheets
- Excellent communication skills
- Positive attitude and strong client orientation
- Strong organizational and multitasking capabilities
- High level of attention to detail
- Ability to work independently in a fast paced environment
- Completion of the CSC, CPH and related courses is an asset
- Experience using Broadridge BPS is an asset and preferred
- Curiosity to learn and understand why and how
- Ability to collaborate effectively as a team player
Professional Development Recommendations:
- Canadian Securities Course (CSC)
- Code of Practices Handbook Course (CPH)
Sounds like you? Click below to apply! #LI-Hybrid #LI-MM1
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.
Administrator, Document Control
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Administrator, Document Control. Could It Be You?
The primary role of a Document Control Administrator (DCR) is to facilitate and support the progression of account life-cycle through proper management of documentation. This includes new and closed accounts’ document handling.
The DCR Admin will be responsible for the proper administration of documents to ensure accounts are correctly funneling through the different stages of account life cycle. This will start with sorting, processing and storing account documents/deposits of new accounts and end with the eventual placement and management of documentation/information of closed accounts.
Need more details? Keep reading…
- Review account documents for completion and accuracy
- Process client requests from a range of brokerage operations queues
- Process all client deposits (cheques, drafts etc.) with accuracy and efficiency
- Deliver all deposits through the cheque scanner or branch
- Handle all incoming and outgoing mail/courier service
- Sort and organize paper-based client account documentation received via mail
- Scan paper documents into electronic format
- Filing and retrieving documentation as required
- Identify closed account documents for immediate destruction
- Prepare and review daily closed account reports
- Maintain all daily logs properly
- Locate and prepare closed account documents for long-term storage and eventual destruction
- Other ad hoc duties as assigned
So are YOU our next Administrator, Document Control? You are if you have…
- 1+ years of relevant work experience preferred, ideally in the financial services industry
- Experience working in operations is an asset
- Analytical and/or reconciliation skills and experience is an asset
- Knowledge of G-Suite is preferred, especially Google Sheets
- Excellent communication skills
- Positive attitude and strong client orientation
- Strong organizational and multitasking capabilities
- High level of attention to detail
- Ability to work independently in a fast paced environment
- Completion of the CSC, CPH and related courses is an asset
- Experience using Broadridge BPS is an asset and preferred
- Curiosity to learn and understand why and how
- Ability to collaborate effectively as a team player
Professional Development Recommendations:
- Canadian Securities Course (CSC)
- Code of Practices Handbook Course (CPH)
Sounds like you? Click below to apply! #LI-Hybrid #LI-MM1
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.