Enhance client relationships as a Portfolio Administrator at Scotiabank in Halifax, Nova Scotia. This pivotal role focuses on client service and productive portfolio management, allowing Relationship Managers to prioritize value-driven activities.
As a dedicated Portfolio Administrator, you will support Relationship Managers by ensuring seamless client interactions and executing key business development initiatives. Your expertise will drive operational excellence and compliance while enhancing the client experience effectively. You are key in liaising with clients, managing portfolios, and supporting wealth strategies.
Key Responsibilities:
• Manage client inquiries and cash management requests
• Prepare customized client reports and correspondence
• Coordinate end-to-end onboarding processes for clients
• Support business development activities with detailed preparation
• Ensure compliance with bank regulations and risk management
Requirements:
• University Degree in Business, Finance or related field
• Minimum two years of industry experience
• Robust relationship management and communication skills
• Knowledge of investment management principles
• Proficiency in financial planning and Scotiabank's product offerings
Utilize your skills in client service, relationship management, and compliance at Scotiabank as you support valued clients in Halifax.
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