Bilingual Sales Support Administrator, Contract

Role Overview

• Support the end‑to‑end customer onboarding process by managing incoming onboarding packages received via Docusign and shared mailboxes
• Review Customer Onboarding Forms to ensure completeness, consistency, and alignment with PCMLTFA and internal DLL requirements
• Validate customer legal names, addresses, registry/incorporation numbers, and entity details using approved internal and external sources
• Identify onboarding deficiencies and clearly document and communicate gaps to Sales Support in a timely and professional manner
• Apply established best‑efforts validation standards prior to marking onboarding packages as deficient
• Maintain accurate and up‑to‑date records in the PCMLTFA tracker, including status changes, comments, and audit support notes
• Retrieve completed Docusign packages, consolidate required documentation, and securely archive files in Compliance SharePoint
• Enter customer onboarding data into Trulioo using the appropriate workflow (e.g., corporation, individual)
• Confirm ownership structure, effective control, and authorized signer information aligns with incumbency certificates and onboarding disclosures
• Proactively identify and escalate higher‑risk scenarios (e.g., trusts, incomplete ownership information, questionable exemptions) to Compliance for review
• Demonstrate strong data privacy and information‑handling practices, including secure storage and deletion of local files containing sensitive customer information
• Meet service level expectations and turnaround times while maintaining quality and accuracy
• Contribute to continuous improvement initiatives, quality checks, and cross‑functional collaboration
• Perform other related duties in support of Sales Support and Compliance objectives

Requirements

• Experience in operations, compliance, onboarding, or data entry roles; experience in financial services, leasing, or financing environments is preferred
• Strong attention to detail with a track record of high accuracy in data entry and document review
• Ability to understand and apply onboarding requirements, regulatory forms, and procedural documentation
• Comfortable working with trackers, workflows, and multiple internal systems in a controlled environment
• Strong organizational skills with the ability to manage multiple items simultaneously and prioritize effectively
• Clear and professional written and verbal communication skills, particularly when documenting and explaining deficiencies
• Sound judgment and confidence to raise and escalate issues when information is missing, inconsistent, or unclear
• Ability to work independently while remaining aligned to team objectives and standard processes
• Familiarity with KYC, AML, or PCMLTFA concepts is a strong asset
• Proficiency with Microsoft Office tools, including Excel, Outlook, and SharePoint
• Bilingual proficiency (English/French) required

Benefits

• Two working days per year volunteering for a local charity
• Flexible hours
• Career development opportunities: online learning, member development programs, Tuition reimbursement program.
• Employee Referral program
• Open concept modern working environment