Document Storage Analyst

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Document Storage Analyst to join our client.
Contract Dates: 3 months with potential to extend
Pay Rate: $18 per hour
Business Hours: Monday to Friday (Onsite)

Job Responsibilities:

• Report to the assigned Bank Retail Branch to support document filing and digitization processes
• Preparing paper documents filed in the branch for digitization
• Scan paper documents into the Ricoh copier/scanner
• Review digitally filed documents to confirm accuracy and ensure they meet all requirements of the business
• Manage files in the branch and ensure they are secured in their designated locations
• Provide daily and weekly updates to the management teams via email and/or phone
• Adhere to the client’s Health and Safety rules of the working location. It will also be mandatory to wear a face mask when operating in any open areas of the branch location
• Adhere to the client’s Privacy Policies and Employee Conduct Rules
• Adapt and remain flexible to support a broad spectrum of initiatives in an environment where business priorities may frequently shift
• Ensure timely communication of issues / points of interest and status and early identification of emerging risk(s)

Experience & Qualification Requirements:

• Document filing experience with basic computers skills
• Fluent in English
• Nice to have corporate experience

Personal Attributes:

• Strong Attention to detail
• Excellent organizational and time management skills
• Ability to work independently, as well as part of a team

• Report to the assigned Bank Retail Branch to support document filing and digitization processes
• Preparing paper documents filed in the branch for digitization
• Scan paper documents into the Ricoh copier/scanner
• Review digitally filed documents to confirm accuracy and ensure they meet all requirements of the business
• Manage files in the branch and ensure they are secured in their designated locations
• Provide daily and weekly updates to the management teams via email and/or phone
• Adhere to the client’s Health and Safety rules of the working location. It will also be mandatory to wear a face mask when operating in any open areas of the branch location
• Adhere to the client’s Privacy Policies and Employee Conduct Rules
• Adapt and remain flexible to support a broad spectrum of initiatives in an environment where business priorities may frequently shift
• Ensure timely communication of issues / points of interest and status and early identification of emerging risk(s