Portfolio Specialist; Bilingual

About the role

The Portfolio Specialist provides hands‑on administrative support for mortgage portfolio operations. The role focuses on completing routine, process‑driven tasks that help keep daily workflows running smoothly for the Portfolio Specialist team. Candidates will work in Toronto or Vancouver offices and candidates applying from outside these locations will be expected to relocate to a commutable distance of one of these offices.

• Manage shared inboxes and respond to routine inquiries within service level agreements.
• Generate and process mortgage statements and related documentation.
• Perform banking system updates and ensure records are accurate and up‑to‑date.
• Administer property insurance, including document collection, policy review, and system updates.
• Maintain and organize physical and electronic files.
• Complete general administrative tasks such as saving documents, tracking requests, and cleaning up projects.
• Respond to inbound calls and email interactions with professional, best‑in‑class resolutions.
• Follow established procedures closely and escalat[e]?tion when required.

• 2+ years of banking or mortgage administration experience, or a similar customer‑service focused role.
• Fluent in English and French.
• Working knowledge of commercial property insurance is considered an asset.
• Excellent verbal and written communication skills with a clear, professional, and friendly tone.
• Robust 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, especially on repetitive or process‑driven tasks.
• Comfortable following standard operating procedures and asking questions when clarification is needed.
• Proficient with Microsoft Excel and Word.

Competitive salaries, profit sharing, RRSP matching, and benefits from day one. Generous paid time off to help achieve a healthy work‑life balance. A strengths‑based approach that promotes a commitment to well‑being in financial, physical, social, career, and community areas.

Hybrid work environment: a combination of in‑office and remote work. Typical business hours, Monday to Friday, 8:00am to 4:30pm with flexibility around start/end times.

Peoples Group is an Equal Employment Opportunity employer. We value and celebrate individuality while fostering an inclusive workplace for everyone. If there is any way we can support or accommodate you during the selection process, please do not hesitate to let us know.