Documentation Specialist

Job Title: Document Processor#1007907

Location: Toronto, ON (onsite)

Duration: 6 months contract (with possibility of extension/conversion)

Summary of the Role

The successful candidate will provide a broad range of operational support and perform general to specialized transactions and processing activities within Operations and Business Services. The role may contribute to analysis, reporting, critical projects, or special initiatives that strengthen operational processes and elevate service quality.

Typical Day-to-Day Responsibilities

• Handle government regulated documents containing highly monitored and sensitive data.
• Review documents for verification and accuracy.
• Work extensively with Excel spreadsheets.
• Execute transactions accurately, on time, and in line with established guidelines and procedures while adhering to formal or informal Service Level Agreements (SLAs).
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function or partner to facilitate resolution and ensure service quality is maintained.
• Interact with partners by responding to requests in an effective and timely manner.
• Prioritize and manage workload to meet service and productivity requirements.
• Support the timely and accurate completion of business processes.
• Investigate and escalate non-standard or high-risk activities as appropriate.
• Review internal processes and activities and provide ideas for process improvement.
• Ensure adherence to enterprise frameworks and methodologies related to operational activities, including Anti-Money Laundering (AML) and Business Continuity Management.

Key Responsibilities

Customer

· Execute transactions accurately, on time, and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs).

· Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained.

· Identify opportunities to improve service delivery.

· Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.

· Interact with partners by responding to requests in an effective and timely manner.

Shareholder

· Prioritize and manage own workload to meet Service Level Agreement (SLA) requirements for service and productivity.

· Understand internal and industry regulations and trends, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies/procedures.

· Consistently exercise discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate.

· Support the timely and accurate completion of business processes.

· Actively review internal processes/activities and provide ideas for process improvement.

· Investigate and escalate non-standard or high-risk activities as appropriate.

· Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g., Anti-Money Laundering, Business Continuity Management).

· Be knowledgeable of and comply with Bank Code of Conduct.

Must-Have Skills

1. 4 years of experience in the banking/financial industry.
2. MS 365 proficiency:

• Outlook
• Word
• Excel

1. Strong technical aptitude with the ability to navigate between multiple software applications.
2. Intermediate Excel skills including:

• VLOOKUP
• Formulas

Nice-to-Have Skills

1. Canadian Securities Course (CSC)

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

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Dexian Canada will, on request, provide accommodations for disabilities to support your participation in all aspects of our Recruitment and Assessment/Selection Processes.