Document Management Representative (Financial Services)

Location: Hybrid schedule in Toronto, Canada, at 483 Bay Street until approximately late 2026, then at the new Mississauga office at 3 Robert Speck Parkway. Current work authorization for Canada is required.

Salary: CAD 26.00–40.00 per hour, based on experience and qualifications.

Company

hirify.global provides investment portfolios and services to individual and institutional clients and has operated in Canada for over 35 years.

What you will do

• Prepare operational documents, cheques, faxes, and emails for scanning and imaging.
• Scan cheque and non-cheque documents using high-speed OPEX scanners and follow applicable procedures.
• Validate and classify scanned images, including ICR/OCR documents, while maintaining accuracy and integrity.
• Distribute scanned and faxed items through KOFAX and XTRAC workflow applications.
• Conduct authorized signature verification using the applicable KOFAX application.
• Follow internal policies, procedures, service-level agreements, and audit requirements while supporting document management tasks.

Requirements

• Current authorization to work in Canada is required.
• At least one year of work experience, preferably in financial services.
• Post-secondary degree or equivalent work experience.
• Basic understanding of mutual funds operations and strong customer service skills.
• Strong organization, multitasking, attention to detail, verbal and written communication, and keyboarding skills.
• Proficiency in Microsoft Office and availability for rotating Monday–Friday shifts between 8:00 AM and 6:00 PM.

Nice to have

• Completion of the Canadian Investment Funds Course (CIFC).

Culture & Benefits

• Predefined hybrid working arrangement with flexible working options.
• Group RRSP contributions without a matching requirement.
• Employer-paid health benefits from the first day, including up to CAD 6,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks and paid volunteer time.
• Home office equipment allowance of up to CAD 650.
• Professional development opportunities, training courses, tuition reimbursement, and rewards for completing required designations.