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S.i. Systems

Jr. Bilingual Document Specialist to receive and file client documents for an insurance client-4998

S.i. Systems

Montreal, QC

  • Number of positions available : 1

  • To be discussed

  • Contract job

  • Starting date : 1 position to fill as soon as possible

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6 months to start

Onsite position based in Montreal


What will you do?

Reporting to the Branch Manager, you will:

  • Sort through boxes of client files to segment documents for destruction, legal hold, and imaging.
  • Scan the identified documents and upload them into Salesforce, ensuring accuracy and completeness of the uploaded data
  • Maintain a high attention to detail to ensure that all documents are properly segmented and prepared for offsite storage.
  • Organize documents in a systematic and logical manner to ensure easy retrieval, and adherence to the Sun Life records retention rules.


Must haves:

  • 1-3 years experience as an admin/ file clerk to sort and file documents for destruction and imaging
  • Bilingualism (French and English)
  • Must be able to lift and carry items up to 50 lb/22.7 kg and be on your feet for extended periods of time.


Nice to haves:

  • Insurance or Mutual Fund license
  • Experience in a sales operations, process, or documentation management
  • Knowledge of Sales Force




Apply

Requirements

Level of education

undetermined

Work experience (years)

undetermined

Written languages

undetermined

Spoken languages

undetermined

Internal reference No.

136911

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