Associate Document Management

Bank of Montreal • Brookfield, WI

7d • Onsite

About The Position

Provides document management services and processes including (but not limited to) filing, safe custody, sending/retrieval, imaging/digitizing, maintenance, archival and destruction of documents, leading to secure, consistent and effective access to and management of documentation. Document types include account documentation, securities/certificates, transaction information, etc. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Communicates with internal stakeholders to respond to standard and non-standard inquiries. Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. Determines type of documents and appropriate document management actions as per document management request and establish procedures and processes. Reviews documents to verify that forms are correctly completed and required formats are used. Executes data entry/processing/tracking to support document management activities. Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations. Executes work in accordance with defined procedures and processes to meet the prescribed timeframe. Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents. Follows records retention guidelines and policies for type of documentation, as required. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

• Typically between 1 – 2 years of relevant experience
• Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Time management skills – Good.
• Prioritization skills – Good.
• Ability to multi-task in a fast-paced environment.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Provides document management services and processes including (but not limited to) filing, safe custody, sending/retrieval, imaging/digitizing, maintenance, archival and destruction of documents, leading to secure, consistent and effective access to and management of documentation.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Communicates with internal stakeholders to respond to standard and non-standard inquiries.
• Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
• Determines type of documents and appropriate document management actions as per document management request and establish procedures and processes.
• Reviews documents to verify that forms are correctly completed and required formats are used.
• Executes data entry/processing/tracking to support document management activities.
• Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
• Executes work in accordance with defined procedures and processes to meet the prescribed timeframe.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Benefits

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree