Document Management Administrator

THE OPPORTUNITYWe have an opportunity for a Document Management Administrator to join our award-winning firm in the Vancouver YOULL DOThis role reports to the Supervisor New Accounts and Document Management and works closely with our Investment Advisors Assistants and other Client Services departments. You will work in a collaborative environment to ensure important client documents are archived electronically and original documents retained and stored role requires the successful candidate to work onsite in the office five days per and apply changes to the Doxim electronic archiving platformVerify data for accuracy prior to uploading client documents into DoximReset and create temporary passwords to allow client access to account activity and statementsUpdate client accounts when mail has been returnedCreate welcome letters for new clients and mail client account applications to new clientsSort and distribute monthly estate-related client statementsScan and direct account applications to the corresponding Client Services team in a timely mannerVerify client contact information is accurately captured in DataphileCOMPETENCIESAnalysis Assess quantitative and qualitative data information or situations to understand the most important details identify patterns or meaning and translate it into useful recommendations decisions or actionsCoordination Prioritize organize and manage information people assets resources messages tasks and/or activities to achieve a goal within timelinesCustomer Service Determine needs capture relevant information apply internal policy or regulation and escalate and prioritize the requests of customers to answer inquiries fulfill transactions or resolve issuesOperational Policy and Procedures Apply knowledge of the firms procedures and processes to execute work to a high standard of consistency efficiency compliance and safetyProject Management Plan coordinate execute and oversee projects balancing time resources and scope to achieve objectives support stakeholders and meet deadlinesRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the firmSystems and Application Proficiency Use maintain manage or improve specific systems or applications in our role to work effectively and efficientlyKNOWLEDGE AND EXPERIENCEMinimum of one year of experience in client services or administrative capacityPost secondary diploma is an assetExceptional attention to detail and skilled at working efficiently and accuratelyStrong organizational skills with ability to prioritize important and time-sensitive tasksSelf-starter with the capacity to work independently along with flexibility and willingness to assist othersStrong interpersonal and relationship-building skills with the ability to work within a team environmentExcellent verbal and written communication skillsIntermediate proficiency in MS 365 (Word Excel and Outlook)WHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary of $47000-$50000/year plus the potential for team is growing and weve got room for one more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role we invite you to submit a cover letter and resume by February 12 must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of are committed to creating an inclusive accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match whats needed to be successful in this role.