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Client-Focused Portfolio Specialist Role

🏢
Peoples Group
📍 toronto, Canada
📍
Location toronto
📅
Posted June 18, 2026
🚗
Commute Local Area
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Job Description

Become a vital part of the Peoples Group team as a Portfolio Specialist, serving clients from our Toronto or Vancouver offices. This hybrid role emphasizes routine, process-driven tasks and exceptional customer interaction.
In this hands-on position, you'll provide comprehensive administrative support for mortgage portfolio operations. Responsibilities include managing shared inboxes, generating reports, and ensuring accurate documentation. Your meticulous attention to detail and effective communication will enhance team collaboration and client satisfaction.
Key Responsibilities:
• Support mortgage portfolio administration and functions
• Respond to inquiries in shared email areas
• Generate and process mortgage-related business statements
• Conduct updates to internal banking systems
• Collect and review property insurance documentation
Requirements:
• At least 2 years of experience in banking or mortgage
• Bilingual in English and French
• Proficient...

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📍 Location Details

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City
toronto
🗺️
Country
Canada
🚗
Commute
Local Area

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