OVERVIEW
This role is responsible for end-to-end document management activities, ensuring compliance with internal standards and safeguarding the integrity of critical documentation. The position supports operational efficiency by executing established document management processes and contributing to ongoing improvements in workflow, risk management, and regulatory adherence. The role may support a specific business or functional group and operates with a high degree of independence.
Hourly Rate: $40-$44 depending on experience
Contract Length: 12 months to start, potential to extend or convert to FTE
Location: Remote
RESPONSIBILITIES
Manage end-to-end document workflows related to client onboarding, account setup, and service processes, ensuring compliance with internal policies and regulatory requirements
Maintain accuracy, completeness, and proper formatting of all account and client documentation
Manage document databases and ensure secure handling of sensitive information while mitigating operational and compliance risks
Support the development and updates of document retention policies and guidelines aligned with regulatory and industry best practices
Prepare documentation and reporting for internal and external audits, ensuring full adherence to standards
Analyze higher-risk client or operational requests and validate appropriate authorizations before processing
Produce reports on document management metrics and operational performance
Support and execute change management initiatives to drive adoption of process improvements
Identify issues, apply judgment, and contribute to solutions within established guidelines
Collaborate with internal stakeholders to ensure smooth and efficient documentation processes
Think creatively to propose process improvements and operational enhancements
QUALIFICATIONS
1–3 years of experience in document management, account administration, or financial/operational support roles in a corporate or regulated environment preferred
Bachelor’s degree in Business Administration, Finance, Accounting, or a related field preferred (equivalent experience considered)
Knowledge & Skills
Change management (foundational)
Electronic document management systems (intermediate)
Regulatory compliance (intermediate)
Risk assessment (intermediate)
Financial analysis (intermediate)
Problem solving (intermediate)
Collaboration (intermediate)
Time management (intermediate)
Strong attention to detail (intermediate)
Data analysis tools (advanced)
Additional Requirements
Strong written and verbal communication skills in both French and English, as the role supports clients and teams in and outside of Quebec
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.
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Bilingual Documentation Specialist
Releady · Chicago, IL, USA · Remote ·
- Job type:
- Contract