Who Can Apply
- Candidates must be legally authorized to work in Canada
Job Description
Documentation Specialist – Role Overview
Key Responsibilities:
Manage the end-to-end account opening process
Prepare and review Treasury and Payment Solutions documentation
Handle Entity Life Cycle changes, including:
Signatory updates
Legal name changes
Mergers
Address changes
Perform client information updates across internal systems
Upload and maintain documentation in SharePoint, ensuring adherence to compliance requirements
Ensure clear and professional written communication (English & French)
Provide customer support over the phone, offering guidance and assistance (English & French)
Manage expectations and build strong relationships with Sales partners
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
1+ years experince working within Candidan banks
Fluent in both English and French (verbal and written)
Client-Facing roles within the bank
Excellent customer service and ability to work with others
Nice to Have Skills & Experience
Commercial Banking or Treasury Payments experience
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.