Drive business excellence as a Portfolio Administrator at Scotia Wealth in St. John's, Newfoundland and Labrador. Focus on client servicing while supporting Relationship Managers in leveraging their business capabilities.

In this pivotal role, you will partner with Relationship Managers to enhance client interactions and operational efficiency. Your responsibilities will include managing client requests, onboarding processes, and ensuring compliance with banking standards. Leverage your knowledge to recommend improvements for client satisfaction and service delivery.

Key Responsibilities:
• Act as point of contact for clients and Relationship Managers
• Manage account opening processes and client information




• Prepare reports and materials for business development activities
• Identify opportunities for referrals to Scotia Wealth partners
• Facilitate timely resolution of client inquiries

Requirements:
• University Degree in related fields or equivalent
• Minimum two years of relevant experience
• Proficient in financial planning and client engagement
• Solid interpersonal and listening skills
• Results-oriented approach to business support

Make a significant impact on client relationships with Scotia Wealth as a Portfolio Administrator in St. John's.
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📌 Scotia Jarislowsky Fraser Client Service Role (Newfoundland and Labrador)
🏢 Scotia Wealth Management
📍 Newfoundland and Labrador