Job Description
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...
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...