At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Job 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 be responsible for supporting 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 will require in office work with the opportunity to work from home. Computer knowledge a must. Google, Windows- Outlook, Microsoft Teams, Adobe.
What you will do:
- 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 new tools and technologies to enhance efficiency.
What you will need:
Education:
- IFIC Operations or Canadian Securities Course , Finance, Information Management, or Mailroom Operations an asset .
Experience:
- At least 1-2 years of experience in document management, records management, or a similar administrative role. Experience within the financial services industry is a plus.
Skills and Competencies:
- Strong attention to detail and organizational skills.
- Ability to work with document management systems and enterprise software.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) Teams, Adobe.
- Familiarity with regulatory requirements for document handling and storage.
- Excellent communication and interpersonal skills, with the ability to work collaboratively in a team environment.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
What We Offer
- 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
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
