Portfolio Services Administrator, Co-op

Job Description

As a Portfolio Services – Co-Op, you will work collaboratively with a team of about 3 colleagues on managing and following up on outstanding insurance needs for the existing portfolio with liability exposure and documentation management. You will learn to adhere to credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer turnaround timing commitments.

Day to day

Monday to Thursday, In Office

• Perform daily mail processing, including:
  • Sorting and distributing incoming mail
  • Scanning returned mail
  • Logging couriers and registered mail
  • Logging and tracking incoming cheques
• Complete data entry and updates related to contracts and customer records with a high degree of accuracy.
• Support system transformation and testing activities, including user testing, validation, and feedback durin...