Portfolio Services Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage daily operations of portfolio service activities

• Evaluate vendor performance

• Act as a primary contact for client inquiries and resolving issues

• Ensure exceptional service and compliance with defined client and vendor Service Level Agreements (SLAs)

• Track and assess portfolio performance, holdings, and transactions

• Conduct reconciliation and quality control assessments on ongoing assignments

• Aid in monitoring portfolio guidelines

• Provide support to client service teams by addressing portfolio-related questions

• Keep precise records of portfolio activities and documentation

• Execute general administrative and operational tasks that support the Portfolio Services team

• Organize daily workflows to achieve deadlines

• Record portfolio activities in accordance with organizational standards

• Drive efficiency enhancements and support automation projects

• Collaborate with client service teams, internal operations departments, and external vendors

⛳️ Requirements

• A High School Diploma or equivalent is mandatory

• Demonstrated experience in operational administration, portfolio services, or a similar coordinator position

• Solid foundational understanding of SLA management and compliance standards

• Proven ability to prioritize daily tasks and adhere to strict operational deadlines

• Familiarity with portfolio service operations and guideline monitoring

• Understanding of portfolio performance, holdings, and transaction analysis

• Awareness of internal policies, client mandates, and regulatory obligations

• Experience in operational execution and SLA management

• Experience in workflow coordination and daily prioritization

• Background in client service support and resolving issues

• Experience in process enhancement and automation initiatives

• Proficient in tools for tracking, documenting, and maintaining portfolio activities

• Strong skills in administrative and technical workflow management

• Prior experience in automotive, wholesale, or logistics portfolio management is a plus

• Experience assisting with process automation or system migration initiatives is a plus

🏝️ Benefits

• Competitive salary

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company matching

• Paid vacation, personal, and sick leave

• Paid maternity and paternity leave (US)

• Employer-covered short-term disability, long-term disability, life insurance, and AD&D (US)

• Comprehensive Employee Assistance Program

• Employer-sponsored Leap into Service Day for volunteering

• Tuition reimbursement for eligible programs

• Opportunities to enhance your skill set and share knowledge within a publicly traded, global organization

• Company culture emphasizing internal promotions, diverse career paths, and significant advancement