Join Scotiabank as a Portfolio Administrator in Halifax and drive client success through exceptional service and organizational excellence. Focus on supporting Relationship Managers to optimize operations.
This role is designed to enhance client services while facilitating the execution of wealth strategies. By overseeing the account opening process and managing detailed reports, the Portfolio Administrator becomes vital in providing timely responses and ensuring thorough client communications.
Key Responsibilities:
• Coordinate client communications and feedback
• Prepare customized reports and manage documentation
• Assist in client onboarding and annual reviews
• Collaborate with internal teams for seamless service
• Monitor compliance with banking standards and policies
Requirements:
• Degree in Business, Economics, or related field
• At least two years of experience in financial services
• Solid interpersonal and communication skills
• Detail-oriented with effective organizational abilities
• Familiarity with Scotia Wealth services and systems
Enhance your expertise in client management and portfolio administration with Scotiabank in Halifax.
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📌 Portfolio Administration For Wealth Management Halifax Regional Municipality
🏢 Scotia Wealth Management
📍 Halifax Regional Municipality