Portfolio Assistant - Ottawa, Canada - Canadian Medical Protective Association

Canadian Medical Protective Association

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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PORTFOLIO ASSISTANT

CONTRIBUTING TO THE CMPA

The Investments department is responsible for optimizing the return on investment of the CMPA's Reserve for Claims, within the parameters set out in the Statement of Investment Policies & Goals.

The CMPA's investment portfolio is a key component in supporting the CMPA's long-term sustainability. The department's core activities include oversight and management of the investment portfolio, supported by market research and analysis.

The department provides strategic guidance and tactical support to senior management and Council in the areas of selection of asset classes, asset-liability modelling, identification and management of financial risk, design and implementation of the investment portfolio, and reporting on investment performance.

POSITION OVERVIEW
Reporting to the Lead, Investment Administrative Services, the Portfolio Assistant provides administrative support to the Investments Department.

The incumbent will be primarily responsible for supporting the front office team but will also lend occasional support to the Performance and Risk team within the Investments Department as well as the Portfolio Accounting team within the Finance Department.

This support includes the management and maintenance of current electronic and hard copy filing systems, scanning, copying, and general administrative duties as well as travel arrangements for team members.

POSITION ACTIVITIES

Portfolio Administration Support 40%

Assists the team in preparing subscription agreements
Responds to third party requests to update tax forms by preparing the forms and sending them to relevant parties
When required, coordinates with Notaries and authorized signatories for the timely certification of supporting sensitive documents, signatures, and identification
Maintains a central filing system for the department, including the coordination of retention for files such as investment management agreements, prospects, and subscription agreements
Adds capital calls and distributions to custodian system, tracks and obtains approvals within the allotted timeframe while also filing in a timely manner.
Obtains necessary approvals and processes service provider and manager invoices in Workday

General Administrative Support 40%

Maintains the electronic filing systems and structures within the document management system, client relationship management system, and shared folders.
Arranges travel and meeting requirements
Scans, shreds, and maintains hard and/or soft copies of documents per retention rules
Prepares or edits letters, memos, and spreadsheets using MS-Word and Excel and distributes to the appropriate users

Other 20%

Assists in the coordination of the quarterly Investment Committee meetings
Participates in quality assurance and system improvement testing
Assists with the organization and minute taking of team meetings and events
Prepares for and assists new employees to the Department
Acts as backup support to the Portfolio Assistant and Lead, Investment Administrative Services

EDUCATION AND EXPERIENCE

Minimum of 4years related experience preferably in the brokerage, banking, or investmentrelated industry
Completion of a College Diploma, certificate, or CÉGEP (23 years). In lieu of education requirement being met, 6years related work experience
Understanding of banking or investment industries, related processes and workflows
Experience booking travel and managing complex calendars
Experience with invoices, expense claims, and budgets
Experience taking meeting minutes

SKILLS AND ABILITIES

Ability to communicate effectively with individuals at all levels
Organizational and time management skills
Ability to receive work from multiple parties and prioritize accordingly
Ability to work independently and as a team member
Customer service, verbal communication, and interpersonal skills
Sound judgement and problem solving skills
Experience working in a high volume, deadline driven environment
Attention to detail
Familiarity working in document management and client relationship management systems
Ability to work with Excel and MS Word
Ability to draft correspondence and presentations and perform data entry and calculations with a high degree of accuracy
Ability to take meeting minutes
Ability to handle confidential information with discretion and diplomacy
Excellent written and verbal skills in English

POSTING DETAILS

Job type: Term 21 month (Maternity Leave)
Salary range: $56,700 $75,800 this role is classified as level
Location: Fully Remote Job. You can work from a homebased office anywhere in the provinces of Ontario and Québec.
Application deadline: Monday, February 27th 2023

The CMPA is an equal opportunity employer and is committed to being responsive to those living with disabilities, and strives to prevent and remove barriers to acce