Talent.com
Manager, Document Services & Operations
Manager, Document Services & OperationsQuestrade Financial Group • Toronto, ON, CA
Manager, Document Services & Operations

Manager, Document Services & Operations

Questrade Financial Group • Toronto, ON, CA
Il y a 27 jours
Type de contrat
  • Temps plein
Description de poste

Join to apply for the Manager, Document Services & Operations role at Questrade Financial Group .

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc. - provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. QFG 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 part of a collaborative team that cares deeply about our mission and each other. The team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward‑thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting‑edge solutions that delight and serve our customers.

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.

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 Manager, Document Services & Operations. Could It Be You?

The Shared Services Banking Operations team is dedicated to delivering efficient, standardized, and compliant operational support across banking products. We are committed to operational excellence, mitigating risk, and leveraging technology to improve speed and accuracy.

We are seeking a detail-oriented and strategic Manager, Document Services & Operations. In this critical role within Shared Services, you will serve as the central guardian of banking documentation across both physical and digital mediums.

You will be responsible for end-to-end document governance, oversight of the outsourced physical mailroom logistics and digital document management systems (DMS). Your primary objectives will be to maintain controls through rigorous lifecycle management, protect data security via strict access controls, manage critical vendor performance, and drive efficiency through workflow automation.

Responsibilities

  • Vendor Oversight & Mail Operations : Serve as the primary relationship manager for outsourced vendors responsible for physical inbound / outbound mail handling, scanning, and initial digitization logistics.
  • Define, monitor, and enforce Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) regarding timeliness, accuracy, and security of mail processing.
  • Conduct regular vendor business reviews and audits to ensure compliance with bank security standards and regulatory requirements regarding the handling of Physical Personnel Information (PPI) and sensitive financial documents.
  • Troubleshoot operational escalations between the vendor and internal banking departments.
  • Document Inventory & Version Control : Establish and maintain a centralized, authoritative inventory of all approved banking form templates, customer-facing communication templates, and internal Standard Operating Procedures (SOPs).
  • Implement rigorous version management protocols to ensure outdated forms are promptly retired and only current, compliant versions are accessible to staff.
  • Collaborate with operation leads, legal and compliance teams to ensure form templates meet current regulatory standards before publishing.
  • Information Security & Access Management : Act as the primary administrator for permissions within the organization’s Document Management System (DMS) and related repositories.
  • Design, implement, and manage Role-Based Access Controls (RBAC) to ensure sensitive customer data and bank information is accessible only on a "need-to-know" basis, aligning with the principle of least privilege.
  • Conduct periodic access reviews and audits to ensure permissions remain appropriate as roles change within the organization.
  • Document Lifecycle Governance : Oversee the comprehensive lifecycle of banking documents—from initial creation or capture through active use, storage, archival, and final secure destruction.
  • Ensure strict adherence to the bank’s Data Retention Schedules and legal hold requirements.
  • Manage the secure transition of documents from physical formats to legally admissible digital formats.
  • Workflow Automation & Process Optimization : Analyze existing document-heavy operational processes to identify bottlenecks, redundancies, and manual control risks.
  • Champion and lead initiatives to optimize these processes using technology, such as Optical Character Recognition (OCR), intelligent document processing, and workflow automation tools.
  • Bridge the gap between operational needs and technical solutions, defining business requirements for system enhancements that improve document throughput and accuracy.
  • Qualifications

  • Have a Bachelor’s degree in Business Administration, Operations Management, Information Systems, or related field equivalent experience.
  • Have a minimum of 5-7 years of experience in document management, banking operations, or shared services operations.
  • Have a minimum of 2 years in a supervisory or management role.
  • Have demonstrated experience managing outsourced vendor relationships, specifically related to mailroom or business process outsourcing (BPO).
  • Have proven experience administering enterprise Document Management Systems (e.g., SharePoint, OnBase, FileNet, Documentum).
  • Regulatory Knowledge : Strong understanding of banking regulations related to record-keeping and data privacy.
  • Technical Aptitude : Comfort with workflow automation concepts and understanding how data moves between systems.
  • Process Improvement : Strong analytical skills with a mindset for continuous improvement (Lean Six Sigma certification is a plus).
  • Risk Management : A high degree of integrity and understanding of operational risk controls in a financial services environment.
  • Communication : Excellent stakeholder management skills, capable of communicating complex technical and process issues to both vendors and senior internal leadership.
  • Additional Information

  • Role requires being in office at least 3 days a week.
  • About Us

    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 careers 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.

    Seniority level

  • Mid‑Senior level
  • Employment type

  • Full-time
  • Job function

  • Administrative
  • #J-18808-Ljbffr

    Créer une alerte emploi pour cette recherche

    Manager • Toronto, ON, CA

    Offres similaires
    DeFi Operations Specialist

    DeFi Operations Specialist

    ICP HUB Germany - DeArk • richmond hill, on, ca
    Temps plein
    Comprehensive health insurance (medical, dental, vision).Professional development budget (courses, certifications, conferences). DeArk is a gateway to the Internet Computer Protocol (ICP) ecosystem....Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Senior Manager – Cloud Platform Engineering & Operations

    Senior Manager – Cloud Platform Engineering & Operations

    CI Financial • Toronto, Canada
    Temps plein
    Senior Manager – Cloud Platform Engineering & Operations Get AI-powered advice on this job and more exclusive features.At CI, we see a great place to work as one that is a safe place for everyone t...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Senior Operations Manager

    Senior Operations Manager

    Keller Executive Search • Toronto, ON, Canada
    Temps plein
    This is a position within Keller Executive Search and not with one of its clients.This senior position will lead Operations for Keller Executive Search in Toronto, Canada, shaping strategy, buildin...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Lead, Legal and IP Business Operations

    Lead, Legal and IP Business Operations

    Astellas • Markham, ON, Canada
    Temps plein
    At Astellas, we strive to become a cutting-edge, value-driven life science innovator.This means working at the forefront of healthcare change to turn innovative science into VALUE for patients.What...Voir plus
    Dernière mise à jour : il y a 13 jours
    Manager, Financial Planning, Analysis and Reporting

    Manager, Financial Planning, Analysis and Reporting

    Vaco by Highspring • Richmond Hill, Ontario, CA
    Permanent
    Manager, Financial Planning, Analysis and Reporting - One Year Contract.Lead the development of annual budgets and financial forecasts in collaboration with cross-functional teams.Build and maintai...Voir plus
    Dernière mise à jour : il y a 5 heures • Offre sponsorisée • Nouvelle offre
    Operations Manager

    Operations Manager

    Bruce J Partridge • Toronto, ON, Canada
    Temps plein
    Operations Manager (COO Level Skills Required).Global Personal and Leadership Development Company | Remote.We are seeking a senior professional Operations Manager COO level operational capability a...Voir plus
    Dernière mise à jour : il y a 6 jours • Offre sponsorisée
    Senior Operations Associate

    Senior Operations Associate

    Kassen Recruitment • Toronto, ON, Canada
    Temps plein
    A growing investment management firm is seeking a Senior Operations Associate to join its team.This role offers close exposure to senior leadership, meaningful responsibility across investment oper...Voir plus
    Dernière mise à jour : il y a 25 jours • Offre sponsorisée
    Senior Manager, Transaction Services

    Senior Manager, Transaction Services

    BDO Canada • Toronto, Canada
    Temps plein
    Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping client...Voir plus
    Dernière mise à jour : il y a 13 jours • Offre sponsorisée
    Program Manager

    Program Manager

    Manufacturing • Aurora, ON, Canada
    Temps plein
    Program Manager in a Tier 1 / 2 Automotive Stamping / Welding Lean manufacturing environment.Completion of community college. Post-secondary diploma in Business Administration or Engineering.Experi...Voir plus
    Dernière mise à jour : il y a 3 jours • Offre sponsorisée
    Senior Manager, Newcomer Language Services (2026-102-CP)

    Senior Manager, Newcomer Language Services (2026-102-CP)

    WoodGreen Community Services • Toronto, ON, Canada
    Temps plein +1
    Senior Manager, Newcomer Language Services (2026-102-CP).Permanent Full-Time, (Non) Bargaining Unit .M-F 9am-5pm) (Some evenings and weekends are required). Onsite – Limited opportunities...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Manager, Post Collection Recycling Operations - Remote Toronto, Ontario Canada

    Manager, Post Collection Recycling Operations - Remote Toronto, Ontario Canada

    Circular Materials • Toronto, ON, Canada
    Télétravail
    Temps plein
    Reporting to the Senior Manager, National Post Collection Operations, the Manager, Post Collection Operations - ON will work directly with post collection service providers and Circular Materials (...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Senior Manager - Cloud Platform Engineering & Operations

    Senior Manager - Cloud Platform Engineering & Operations

    CI Financial Corp. • Toronto, ON, Canada
    Temps plein
    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 gro...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Client Services Manager

    Client Services Manager

    proSapient • Toronto, ON, Canada
    Permanent
    Every day, somewhere in the world, important decisions are made.Whether it is a private equity firm deciding to invest into a business or a large corporation implementing a new strategic direction,...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Senior Manager, Morale and Welfare Operations

    Senior Manager, Morale and Welfare Operations

    Canadian Forces Morale and Welfare Services - CFMWS • Toronto, CA
    Temps plein
    CFMWS - WHERE PURPOSE MEETS PASSION! At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace. we’re a proud community dedicated to supporting Canadian Armed Forces ...Voir plus
    Dernière mise à jour : il y a 5 jours • Offre sponsorisée
    Service Operations & Performance Manager - Accounting Advantage

    Service Operations & Performance Manager - Accounting Advantage

    Accounting Advantage • toronto, on, ca
    Temps plein
    Service Operations & Performance Manager.Our client a reputable company is searching for an experienced.This role is highly hands-on and field-oriented, focused on improving technician effectivenes...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Manager, Revenue Operations (RevOps)

    Manager, Revenue Operations (RevOps)

    Common Wealth Retirement • Toronto, ON, CA
    Temps plein
    Quick Apply
    Location : Canada This role is open to candidates based anywhere in Canada.While we are considering applicants from across the country, we have a strong preference for candidates located withi...Voir plus
    Dernière mise à jour : il y a 3 jours
    Operations Manager

    Operations Manager

    TalentSphere • Toronto, ON, Canada
    Temps plein
    Etobicoke, ON – On site position.Fleet / Logistics Management$110,000 — $125,000.Competitive Salary plus Bonus & Benefits. Our client, a fast growing dynamic North American rental comp...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Manager of MLOps

    Manager of MLOps

    Harnham • Toronto, ON, Canada
    Temps plein
    Join a global company delivering intelligent information and technology solutions to professionals in legal, tax, compliance, and corporate sectors. The team is part of the organization's innova...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée