Portfolio Services Administrator, Co-op

As aPortfolio Services – Co‑Op , you can expect to work collaboratively with a team of about 3 colleagues on managing and playing a key part in the active follow‑up on outstanding insurance needs for the existing portfolio with liability exposure and documentation management. As a part of this term, you will learn to exercise adherence to credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer expected 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.