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
- Salary To be discussed
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Contract job
- Published on April 12th, 2024
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Starting date : 1 position to fill as soon as possible
Description
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
Requirements
undetermined
undetermined
undetermined
undetermined
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