Portfolio Specialist (5-Month Contract)
Peoples Group is a trusted financial services company for innovators in Canada’s economic future. The Portfolio Specialist provides administrative support for mortgage portfolio operations, focusing on routine tasks to maintain workflow efficiency within the team.
Responsibilities
- Provide general mortgage administrative assistance to the Portfolio Specialist team
- Manage shared email inboxes, responding to routine inquiries and redirecting items as needed
- Generate and process mortgage statements and related documentation
- Perform banking system updates, ensuring records are accurate and up to date
- Support insurance and property insurance administration, including document collection and system updates
- Maintain and organize physical and electronic files
- Complete general administrative tasks such as saving documents, tracking requests, and completing cleanup projects
- Follow established procedures closely and escalate questions or issues when required
Skills
- 1+ year of banking or mortgage administration experience, or experience in a similar role
- Strong time management skills with the ability to prioritize and manage multiple administrative tasks
- Exceptional attention to detail and accuracy when processing information and updating systems
- Self-motivated and able to work independently, particularly on repetitive or process-driven tasks
- Comfortable following standard operating procedures and asking questions when clarification is needed
- Proficient in Microsoft Excel and Word
- Experience with PPlus considered an asset
Benefits
- A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
- A competitive compensation package.
- A strengths-based approach, ensuring we work together more effectively.
- A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.
Company Overview