Job Title

Equitable Overview At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact for our clients, our communities, and each other. The Opportunity Equitable is a Canadian mutual company driven by purpose putting people first and helping Canadians protect today and prepare for tomorrow. Were looking for a Document Services Administrator to join our Corporate Document Centre team. This role will be responsible for ensuring that all incoming documentation is received by the appropriate business area in a timely manner, through both electronic (Image) and manual delivery. The role also includes managing outgoing mail, securing and processing bank deposits, and maintaining inventory of incoming cheques and cash, along with completing required audits. Work Arrangements This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement. What Youll Do Know and perform 50+ different work processes. Open, identify and organize all documents entering Document Services. Open mail, and immediately assess, prep and scan documents requires detailed knowledge of each business area and their differing requirements for forms (200+ different documents). Scan all documents and review images for quality control. Using multiple systems (KTM, OnBase, Outlook). Electronically code/name each image (validation) ensuring excellent accuracy on data entry. EZ Upload requires going to external sources such as R drive to ensure accuracy of electronic files being uploaded. Review documents and make decisions on how to split apart based on business rules. Accountable for securing, processing bank deposits, and maintaining inventory of all incoming cheques and cash to Equitable. Completion of multiple daily audit procedures for Money In, returned mail processing. Address changes requiring extensive investigation of owner and insured records on multiple systems (Ingenium, Unitrax, Vax), with correspondence to Advisor of record. Prepare client contracts for mail out. Includes audit of print from IT Operations, appropriate sorting of contracts for delivery to business or mailing; binding contracts, final QA check on completeness of client contract mailing. Build test cases for Project implementations. Complete testing of new forms or processes for IT project implementations. Collate mailings, stuffing of envelopes (manually and by machine) for mail out. Problem solve/provide support for all Equitable business teams (OnBase issues, original retrieval, mail delivery questions and issues). Pulling and re-filing of client records, paper and microfiche files. Miscellaneous administrative functions within the department (welcome letters, VAX contracts, scanned apps, dashboards, etc.). Create/follow and improve established processes, procedures and established standards to ensure the stability of the environment with minimal disruption to the business. Data Centre Facilities Share responsibility for the operation, maintenance and security of data centre facilities, systems and data. Shares responsibility for managing vendor relationships including issue resolution and service level management. Routinely provides stakeholders with status updates on service issues. Responsible for ensuring Print processes are in control and output is in proper order following any issues that occur. Preventative measures to ensure reduced risk of privacy breaches. What Youll Bring Good communication skills; both verbal and written. Attention to detail, with an ability to identify when processes are not working appropriately. Sound working knowledge of MS Office, Windows/Word; Excel, Adobe Acrobat, Internet and keyboarding skills. Ability to learn and apply new system applications. Learn various internal systems such as: Ingenium, BMS, Unitrax and VAX policyholder system, FASAT, Salesforce system, KOFAX, OnBase Client, OnBase Scan, FASAT and KTM software programs. Work with Purolator, IC and Canada Post delivery systems. Previous experience with operation of various scanning hardware: OPEX, VIDAR and KOFAX is an asset. Previous operation and maintenance of Microfiche machine and supplies is an asset. Knowledge of FAX and copier functions, including clearing of problems is an asset. Excellent data entry skills with the ability to process high volumes under strict timelines. Strong organizational skills with attention to detail, to ensure work is sent to the correct business workflow. Ability to problem-solve and make decisions on ambiguous documentation. Ability to multitask in a fastpaced environment. Ability to work effectively in a team environment. Knowledge and application of document types (200+). for all lines of business, corporate and operational. Ability to deliver efficient and responsive customer service including some client correspondence to Equitable business units and MGAs/Advisors. Punctuality. Confidentiality of all client records and documentation. Whats in it for you Career Growth: Regular learning sessions and development opportunities. Total Rewards: Allowance provided in place of vacation pay and benefits. Flexibility: Healthy worklife balance with employee wellness always top of mind, complemented by a dress for your day approach. Reports To Manager, Corporate Document Services Department Corporate Document Centre Term Temporary FullTime, Six (6) Month Contract Additional Information At Equitable, were committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at . Were happy to help. Your base pay will be based on your skills, qualifications, experience and education. If youre selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly whats included. This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy. #J-18808-Ljbffr