Electronic Document Management Specialist

CoFoMo Inc.; Quebec; On-site; CAD 90,000 - 120,000; Full time

Job summary

CoFoMo Inc. is seeking a seasoned Records and EDM Specialist in Canada to lead the design, implementation and administration of electronic document management and records retention within a major organization.

The role focuses on Microsoft 365 platforms, SharePoint Online and robust metadata strategies. You will drive classification plans, retention labels and schedules, ensuring alignment with national standards and best practices.

Qualifications

• At least five years of electronic document management experience.
• Five+ years in the field of multifunctional collaborative platforms.
• Led at least one EDM implementation with Microsoft SharePoint within a major organization.
• Strong command of the Microsoft 365 environment, including SharePoint Online.
• Experience with classification plans, retention schedules and retention labels.
• Knowledge of document management and preservation standards (BNQ or equivalent).

Responsibilities

• Implement and administer retention measures for automated archiving of documents.
• Configure and manage retention, sensitivity and sensitivity labels.
• Operationalize classification plans and retention schedules.
• Use and configure document management and records management features of Microsoft 365.
• Ensure metadata management and thesauri integration and term standardization.
• Manage the complete lifecycle of records including disposition and destruction.
• Ensure transfer of documents to third-party systems as needed.
• Apply best practices in document management.

Skills

EDM expertise

SharePoint Online

Microsoft 365

Classification plans

Retention labels

Metadata management

Document standards

Education

DEC

Bachelor’s degree

EDM certification

Tools

Microsoft 365 suite

SharePoint Online

Job description

Here is a brief overview of the tasks and responsibilities that will fall to you:

• Implement and administer retention measures for the automated archiving of documents;
• Configure and manage retention, sensitivity and sensitivity labels;
• Operationalize classification plans and retention schedules;
• Use and configure the document management and records management features of Microsoft 365;
• Ensure metadata management as well as thesauri integration and term standardization;
• Manage the entire life cycle of records, including disposition, deposit, transfer and destruction;
• Ensure the transfer or transfer of documents to third-party systems;
• Ensure the application of rules and best practices in document management.

The profile sought is as follows:

• Hold a DEC, a bachelor's degree, a certification or any other relevant training;
• Have at least five years of experience in electronic document management;
• Have at least five years of experience in the field of multifunctional collaborative platforms;
• Have completed at least one mandate to implement an electronic document management (EDM) solution with Microsoft SharePoint within a major organization;
• Have a good command of the Microsoft 365 environment, including SharePoint Online;
• Experience with classification plans, retention schedules and retention labels;
• Knowledge of the principles and standards applicable to document management and document preservation, particularly those of Bibliothèque et Archives nationales du Québec.