Overview

We are seeking a highly organized and detail‑oriented individual to join our Document Management team at Assante Wealth Management, a leading financial services organization. As an Associate of Document Management, you will support the efficient management, retrieval, and storage of critical financial documents while ensuring compliance with regulatory requirements and internal policies. You will work closely with various teams to maintain the integrity, security, and accessibility of important documents and ensure smooth operations within the organization. This is a full‑time in‑office role requiring computer literacy in Google, Windows‑Outlook, Microsoft Teams, and Adobe.

Responsibilities

• Document Organization & Maintenance: Manage and organize financial and legal documents, including contracts, account records, and client cheques. Ensure proper categorization and filing in both physical and electronic systems.
• Dig...