Portfolio Administrator at Scotiabank (St. John's)

Portfolio Administrator at Scotiabank (St. John's)

04 Aug
|
Scotiabank
|
St. John's

04 Aug

Scotiabank

St. John's

Elevate your career with Scotiabank as a Portfolio Administrator in St John's, Newfoundland and Labrador. Focus on client service, portfolio management, and support for Relationship Managers' activities. This role is designed to enhance client servicing and support the execution of business development initiatives.

You'll collaborate closely with Relationship Managers to manage client inquiries, maintain accurate records, and optimize portfolio administration. Your goal will be to deliver exceptional client experiences while ensuring compliance with regulations. Key Responsibilities:

- Deliver consistent client experiences as central point of contact
- Execute timely client cash management requests
- Prepare routine correspondence and customized reporting
- Manage onboarding processes and annual client reviews
- Implement recommendations to enhance client interaction Requirements:
- University degree in Business, Finance, or related field
- Minimum two years of industry experience
- Solid relationship management skills
- Proficient in sales and business support
- Knowledge of Scotia Wealth products and services Utilize your expertise in client service and portfolio management to support Scotiabank's excellence in St John's.

📌 Portfolio Administrator at Scotiabank (St. John's)
🏢 Scotiabank
📍 St. John's

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