Document Solutions Administrator

Job description

Position Description:

We are looking for a dedicated Document Solutions Administrator to join our team. Reporting to the Operations Lead, the successful candidate will be responsible for providing consistent and reliable service experiences through the same-day completion of client request processing, indexing, and document handling—with a strong focus on maximizing quality and efficiency.

Your future duties and responsibilities:

As a Document Solutions Administrator, you will:

• Provide high-quality service to internal and external customers. Handle, verify, and sign off on various types of documents to be sent to financial institutions, advisors, or clients via fax, email, or mail.

• Manage incoming and outgoing funds for processing into client accounts. Prepare and reconcile cheques for pre-depositing to accounting.

• Interpret and analyze documentation for different handling processes, ensuring accuracy and compliance with procedures.

• Perform quality assurance to maintain data integrity and business process accuracy in a service-level–driven environment.

• Use multiple software systems to research and extract records, ensuring the accurate and timely completion of client requests.

• Support internal departments with client request fulfillment and assist in resolving escalated or time-sensitive issues.

• Identify opportunities for process improvement and contribute to workflow optimization.

• Maintain up-to-date knowledge of policies and procedures while collaborating closely with team members.

Required qualifications to be successful in this role:

• Experience: Minimum of 2 years of financial account experience in a BPO setting, with background in document management or administrative support. Familiarity with back-office processes, compliance standards, and Microsoft Office is an asset.
• Relationship Management: Strong ability to establish and maintain collaborative working relationships.
• Attention to Detail: Exceptional accuracy in handling and processing documentation.
• Problem-Solving: Skilled in analyzing situations, making sound decisions, and managing priorities in a dynamic environment.
• Communication: Excellent written and verbal communication skills.
• Organization: Strong planning, time management, and ability to meet deadlines in a fast-paced setting.
• Education: Post-secondary education or equivalent experience. Industry-related courses (e.g., CSC, IFC) are an advantage.
• Availability: Willing to work onsite in McKinley Hill, Taguig, amenable to graveyard shift.

Skills:

·  Asset Management
·  Document Management
·  Finance
·  Wealth Management

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.