Document Services Technician - Waterloo, Canada - Equitable Life of Canada

Equitable Life of Canada

Verified Company

Waterloo, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential.

Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff.

Join Equitable Life today.

Position Title:
Document Services Technician Level 1

Reports To:
Supervisor, Document Services

Department:
Corporate Document Centre

Term:
Temporary Full-Time - Six (6) Month Contract

Work Arrangements:

We are currently working remotely, and we will be moving to a hybrid model when our office renovation is complete (approximately November 2023), coming into the office a minimum of 2 days per week, every other week on designated days.

The Opportunity:
Equitable Life is on the search for a new Document Services Technician.

This role will be responsible for ensuring that all incoming documentation to Equitable Life is received by the appropriate business area in a timely manner, through both electronic (Image) environment, and manual delivery.

This will include ensuring outgoing mail is collated, sorted and sent via the appropriate channel (Courier, Canada Post) within prescribed timelines and being accountable for securing, processing bank deposits, and maintaining inventory of all incoming cheques and cash to Equitable Life and completion of all required audits.

Don't miss your chance to work for one of Waterloo Region's Top Employers for 15 years in a row

What you will be doing:

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 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
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 Life
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 refiling 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 mínimal 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 you will 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
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, ICS and Canada Post delivery systems
Operation of various scanning hardware: OPEX, VIDAR and KOFAX
Operation and maintenance of Microfiche machine and supplies
Knowledge of FAX and copier functions, including clearing of problems
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 problemsolv