We are hiring for this position out of our Toronto and Vancouver offices. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.
About the role:
The Portfolio Specialist plays a key role in supporting mortgage portfolio operations by delivering both client-facing service and hands-on administrative support. This position is ideal for someone who values accuracy, structure, and exceptional customer service.
In this role, you will focus on executing routine, process-driven tasks that ensure the smooth day-to-day functioning of the Portfolio Specialist team. Responsibilities include managing shared inboxes, generating client statements, updating internal banking systems, and maintaining accurate records and documentation. The work is highly organized and guided by established procedures, making it well-suited to individuals who take pride in precision and efficiency.
You are an excellent communicator who collaborates effectively with colleagues at all levels, as well as external partners. You’re confident in asking questions, sharing insights, and contributing to team success. As a proactive and forward-thinking professional, you thrive in a fast-paced, dynamic environment where teamwork, adaptability, and attention to detail are essential.
About the day-to-day:
- Support post funding mortgage administration activities of the Portfolio Specialist team.
- Manage shared email inboxes, responding to routine inquiries within SLAs.
- Generate and process mortgage statements and related documentation.
- Perform banking system updates, ensuring records are accurate and up to date.
- Property insurance administration, 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 completing cleanup projects.
- Respond to inbound calls and email interactions with best-in-class resolutions.
- Passionate about excellence with internal and external customer service.
- Follow established procedures closely and escalate questions or issues when required.
About the qualifications:
- 2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role.
- Must be fluent in English and French.
- Comfortable communicating with clients on the day-to-day via phone and email.
- Working knowledge of commercial property insurance is considered an asset.
- Excellent verbal and written skills with a clear, professional and friendly tone.
- 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.
About us:
Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, Toronto, and Montreal, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.
Our culture is built on four core behaviors: Grit to Grow, Connect to Collaborate, Putting Clients First, and Owning the Outcome. We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians. Above all, we value people, build meaningful relationships, focus on individual strengths, and approach our work with passion.
About the work environment:
Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.
We offer:
- A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
- 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, ensuring we work together more effectively.
- A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.
Hiring process:
If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in-person. The hiring team will communicate any in-person requirements throughout the process.
Compensation:
The expected salary for this role is approximately $55,000.00 - $75,000.00 annually. Actual compensation may vary based on experience, skills, and qualifications.
NOTE: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.
We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.
