Bilingual Documentations Specialist

Insight Global; Montreal (administrative region); On-site; CAD 50,000 - 70,000; Full time

Job summary

Insight Global is seeking a Documentation Specialist in Montreal, Canada, who will manage the end-to-end account opening process and ensure compliance in Treasury documentation. Candidates must have experience in Canadian banks and be fluent in English and French.

This role involves client-facing interactions, preparing documentation for Treasury and Payment Solutions, and providing customer support. The ideal candidate will excel in customer service and possess strong communication skills.

Qualifications

• 1+ years experience working within Canadian banks.
• Fluent in both English and French (verbal and written).
• Proven ability to provide excellent customer service.

Responsibilities

• Manage the end-to-end account opening process.
• Prepare and review Treasury and Payment Solutions documentation.
• Handle Entity Life Cycle changes including legal name changes and mergers.
• Ensure adherence to compliance requirements in documentation.
• Provide customer support over the phone in English and French.

Skills

Client-Facing skills

Customer service

Bilingual (English and French)

Tools

SharePoint

Job description

Qualifications

• 1+ years experience working within Canadian banks
• Fluent in both English and French (verbal and written)
• Client-Facing roles within the bank
• Excellent customer service and ability to work with others

Nice to Have Skills & Experience

• Commercial Banking or Treasury Payments experience

Job Description

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 clear 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