Bilingual Administrator, Document Management Center
Toronto, Ontario, Canada
3d ago

What is the opportunity?

The Imaging & Workflow team is responsible for the processing of documents through the Document Management Centre (DMC).

This includes the opening, preparation, identification, indexing, scanning and transmission of documentation on behalf of businesses participating in DMC within RBC Investor & Treasury Services (I&TS).

The unit is also responsible for ensuring strict compliance with RBC I&TS records management guidelines and retention schedules.

In this role, you will be responsible for determining the appropriate handling of all incoming mail, faxes and courier packages for the assigned business and subsequent processing of the materials.

You will specifically be assigned to Shareholder Services which is responsible for maintaining the records for investors of over 90 investment and insurance companies .

What will you do?

  • Be proficient in recognizing all pension and trade related documentation as it relates to pension / fund processing including but not restricted to : pension refunds, new account set ups, buys / sells / switches / transfers / rollovers / systematic plans, non-financial and estate documentation.
  • Become familiar with 90+ fund companies in order to assist in the indexing of the incoming documentation.
  • Recognize, index and push the document out to the workflow tool in a timely and accurate manner, ensuring the processor receives accurate information.
  • Manage incoming cheques or cheque distribution process
  • Research, recommend and implement efficiencies which will improve workflow or processes within the team.
  • As assigned, provide timely and accurate statistical reporting on image and workflow volumes and other statistics.
  • Work closely with assigned business units to be aware of any changes to the processes which have an impact in the processing and delivery of documents, images or cheques.
  • What do you need to succeed?

    Must-have :

  • University Degree / College Diploma
  • 1-2 + years Financial industry working experience
  • Strong organizational and time management skills
  • Excellent communication skills written and oral
  • Knowledge of mutual fund / segregated fund transaction processing
  • Knowledge of the fund and custody Industry
  • Experience with Scanning technology
  • Knowledge of document retention procedures and standards
  • Bilingual (English / French)
  • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

    We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • You will join a highly productive and successful team of collaborative people.
  • You will be given the independence to innovate and improve levels of service.
  • You will enjoy a broad variety of daily activities and tasks that will leverage and stretch all your talents.
  • RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager .

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