Jr. Bilingual File Clerk to receive and file Client documents using scanning equipment and uploading data for an insurance client - 4430

Job Type: Contract
Positions to fill: 2
Start Date: May 22, 2023
Job End Date: Oct 20, 2023
Pay Rate: Hourly: Negotiable
Job ID: 129958
Location: Montreal
Records Consultant, 
3 Months to start 
Location: Montreal, Quebec 
  • Prospr by or client is a new hybrid offering– a mix of personal advice supported by a robust technology platform. Through effective management and digitization of Client files, the Records Consultant will play a key role in Prospr’s ability to provide enhanced service and positively impact our clients.
What you will do?
  • 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:
  • 2+ years of experience as a File clerk maintain a systematic and logical filing system.
  • Bilingual  (French and English)
  • Experience using scanning equipment and be proficient in uploading data into Salesforce or similar software. They should be able to use basic computer programs such as Microsoft Office suite and Adobe Acrobat.
  • 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