Document Services Technician

Position Title: Document Services Technician
Reports To: Supervisor Document Services
Department: Corporate Document Centre
Term:Temporary FullTime Six 6 Month Contract
Schedule: Availability between 8:00AM ET and 4:00PM ET


Work Arrangements: This is an inoffice role. You will work in our office in Waterloo ON 100 of the time.


The Opportunity: Equitable is on the search for a new Document Services Technician. This role will be responsible for ensuring that all incoming documentation to Equitable 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 and completion of all required audits.


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. 200 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. EZ Upload requires going to external sources such as R drive to ensure accuracy of electronic files being uploaded.
• 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
• 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 minimal 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.
• Ability to learn and apply new system applications.
• 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 problemsolve and make decisions on ambiguous documentation.
• Ability to multitask in a fastpaced environment.
• Ability to work effectively in team environment.
• Knowledge and application of document types 200 for all lines of business corporate and operational
• Ability to deliver efficient and responsive customer service including some client correspondence to Equitable business units and MGAs/Advisors.
• Punctuality.
• Confidentiality of all client records and documentation.

Whats in it for you:

• A healthy worklife balance with employee wellness top of mind
• We value open honest communication between team members challenging each other to continually improve
• Employee resource groups that support an inclusive work environment
• An onsite fullservice cafeteria with a variety of daily options
• Regular EQ Together events focused on company togetherness and collaboration
  
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)
• Undergo a criminal background check

This role is open due to an existing vacancy.

To learn more about Equitable we encourage you to explore our organization.

At Equitable we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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