Bilingual Documentations Specialist - Insight Global (Longueuil)

Overview

Documentation Specialist – Role Overview

Key Responsibilities

• Manage the end-to-end account opening process
• Prepare and review Treasury and Payment Solutions documentation
• Handle Entity Life Cycle changes, including:
• Signatory updates
• Legal name changes
• Mergers
• Address changes
• Perform client information updates across internal systems
• Upload and maintain documentation in SharePoint, ensuring adherence to compliance requirements
• Ensure explicit and professional written communication (English & French)
• Provide customer support over the phone, offering guidance and assistance (English & French)
• Manage expectations and build strong relationships with Sales partners

Required Skills & Experience

• 1+ years experince working within Candidan banks
• Fluent in both English and French (verbal and written)
• Client-...