Banking Documentation Specialist

Dexian; Montreal; Hybrid; CAD 50,000 - 65,000; Full time

Job summary

Dexian seeks a Banking Documentation Specialist in Montreal, hybrid role on a 12-month contract. The candidate will manage RFIs, process documentation, maintain records, and respond to government requests including Revenue Québec. Fluency in English and French and 1–2 years in banking are required.

Proficiency in MS Office 365 and handling confidential information are essential. The role focuses on accuracy, SLA adherence, and professional communication with internal teams in both languages

Qualifications

• Banking/Financial Services experience: 1–2 years in a bank or financial services environment.
• Bilingual proficiency: fluency in English and French, written and spoken.
• Administrative experience: 1–2 years managing documentation and workflows.
• SLA management: ability to meet deadlines in a high-volume setting.
• MS Office 365: proficiency in Word, Excel, Outlook.

Responsibilities

• Receive and manage RFIs via paper forms, email, and internal systems.
• Review requests for completeness and accuracy.
• Assign requests to officers and enter details into systems.
• Filter, categorize, and prioritize requests per processing rules.
• Retrieve and generate information/documents using internal systems.
• Validate information and documents for accuracy.
• Process and close requests when requirements are met.
• Prepare closing letters and communications as needed.
• Respond to government information requests (Revenue Québec) per policies.
• Maintain confidentiality and protect sensitive information.
• Manage daily workloads to meet SLAs with accuracy and quality.
• Communicate with internal teams in English and French using MS Office tools.

Skills

Banking/FS experience

Bilingual EN/FR

Administrative experience

SLA management

Attention to detail

Confidentiality & compliance

Tools

MS Office 365

Job description

Job Title: Banking Documentation Specialist

Location: Montreal, QC (Hybrid)

Duration: 12 months contract (with possibility of extension/conversion)

Position Summary

We are seeking a detail-oriented and organized Bilingual Banking Operations & Administrative Support Specialist who is fluent in both English and French, with 1–2 years of experience in banking or financial services. The ideal candidate will have a strong administrative background, experience working in an SLA-driven environment, and the ability to manage high volumes of requests while maintaining accuracy, confidentiality, and service standards.

This role focuses on managing requests for information (RFIs), processing documentation, maintaining accurate records, and responding to government information requests, including those from Revenue Québec. The successful candidate must demonstrate professionalism, strong communication skills, attention to detail, and the ability to handle sensitive and confidential information in a compliance-focused environment.

Key Responsibilities

• Receive and manage requests for information (RFIs) submitted through paper forms, email, and internal software systems.
• Review incoming requests for completeness, accuracy, and required information.
• Assign requests to the appropriate officers and ensure the necessary details are accurately entered into the system.
• Filter, categorize, and prioritize requests according to their type and established processing requirements.
• Retrieve and generate the required information or documentation using internal systems.
• Validate information and supporting documents for accuracy before completing requests.
• Process and close requests once all requirements have been satisfied.
• Prepare and issue formal closing letters or other required communications.
• Respond to and process government information requests, including requests from Revenue Québec, in accordance with established policies and procedures.
• Maintain confidentiality and protect sensitive personal and financial information throughout the process.
• Manage daily workloads and meet established service-level agreements (SLAs) while maintaining accuracy and quality.
• Communicate professionally with internal teams and relevant stakeholders in both English and French.
• Use MS Office 365 applications, including Excel, Word, and Outlook, to manage documentation, correspondence, and administrative tasks.

Must-Have Skills and Qualifications

• Banking/Financial Services Experience: 1–2 years of experience working in a bank, financial institution, or financial services environment.
• Bilingual Proficiency: Fluency in both English and French, including written and verbal communication.
• Administrative Experience: 1–2 years of experience managing documentation, processing requests, maintaining records, and supporting administrative workflows.
• SLA Management: Experience managing deadlines, prioritizing requests, and meeting service-level agreements in a high-volume environment.
• MS Office 365: Proficiency in MS Word, Excel, and Outlook.
• Attention to Detail: Ability to review information carefully, validate documentation, and maintain accurate records.
• Confidentiality and Compliance: Ability to handle sensitive information professionally and follow established policies and procedures.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.