Technical Advisor Portfolio Management (Laval)

A career as a Technical Advisor, Administrative Support – Portfolio Management at National Bank means supporting activities related to insurance monitoring, data management, and operational platforms. In this role, you contribute directly to operational efficiency, risk control, and data integrity.

Team

You will be part of the Administrative Support team within Global Credit Markets based in Montreal. The team stands out for its strong operational discipline, collaboration with multiple business lines, and key role in supporting portfolio activities.

You will work in a structured, multi-platform workplace where data accuracy and follow-ups are critical. A hybrid work model is offered, along with structured onboarding and training to support your development within the team.

Responsibilities

• Maintain and update deal information across Debt Domain and other systems
• Track repricing, maturities, and key portfolio data
• Distribute reports and support their production via the internal platform (CIBA)
• Record and monitor insurance data (policies, premiums, invoices)
• Perform follow‑ups with Directors, business lines, and brokers
• Validate insurance invoices and track premium payments
• Support Loan IQ activities (customer setup, payment instructions)
• Manage electronic documentation and ensure data quality
• Contribute to the development and maintenance of operational procedures

Qualifications

• College diploma (DEC) or bachelor’s degree in business, finance, or related field
• Experience in banking operations or loan administration (asset)
• Proficiency in Microsoft Office
• Ability to manage multiple priorities in a structured environment
• Detail oriented with excellent organizational, problem‑solving, and communication skills
• Strong attention to detail and organizational skills

Benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We welcome all candidates!