Document Management Representative (Financial Services)

Location: Hybrid schedule in Toronto, moving to the new Mississauga office in late 2026; 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 investors.

What you will do

• Prepare operational documents for scanning and imaging accurately and on time.
• Scan cheque and non-cheque documents using high-speed OPEX scanners, including barcode, ICR, and OCR processing.
• Validate document images and 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.
• Support document management activities and contribute to a positive client experience.

Requirements

• Current authorization to work in Canada.
• At least one year of work experience, preferably in financial services.
• Post-secondary degree or equivalent work experience.
• Basic understanding of mutual fund operations.
• Strong customer service, organizational, multitasking, communication, and attention-to-detail skills.
• Proficiency in Microsoft Office and strong keyboarding skills; availability for rotating weekday shifts from 8:00 AM to 6:00 PM.

Nice to have

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

Culture & Benefits

• Dynamic working arrangements with hybrid and in-office options for this role.
• Group RRSP contributions without a matching requirement.
• Employer-paid health benefits from the first day, including mental health and therapy coverage.
• Parental leave top-up, paid volunteer days, and home-office equipment support.
• Professional development courses, tuition reimbursement, and support for required designations.

Hiring process

• Only selected applicants will be contacted for an interview.
• Accommodation is available during the application process upon request.