At McCarthy Tétrault LLP, I oversee document control workflows across four departments, from intake and classification to retrieval and archiving. I maintain SharePoint libraries and controlled registers so records have consistent naming, accurate metadata, and reliable retrieval.
I coordinate reviews and approvals, track revisions, and investigate discrepancies such as missing metadata, duplicate records, and outdated versions. I also build Excel trackers and reports, and improved document tracking through standardized follow-up procedures and prioritization of overdue items.
At Canada Life, I reviewed insurance records and service requests, maintained electronic case files, and coordinated corrections to documentation gaps. Earlier, at HGS Canada, I maintained customer records and case documentation while following privacy and escalation procedures.
