Client-Focused Portfolio Administrator Role (Newfoundland and Labrador)

Client-Focused Portfolio Administrator Role (Newfoundland and Labrador)

18 Aug
|
Scotiabank
|
Newfoundland and Labrador

18 Aug

Scotiabank

Newfoundland and Labrador

Join Scotiabank as a Portfolio Administrator in St John's, Newfoundland and Labrador, dedicated to enhancing client service and supporting Relationship Managers. Your role will be pivotal in portfolio administration.

As a Portfolio Administrator, you will bridge client needs and relationship management by providing effective service and maintaining compliance. You’ll play a critical role in managing the client experience, documentation, and support for various business development activities, ensuring operational excellence throughout.

Key Responsibilities:
• Act as primary contact for assigned clients
• Respond to inquiries promptly and professionally
• Create and customize client reports and communications




• Oversee client onboarding processes and documentation
• Collaborate on client portfolio management strategies

Requirements:
• Degree in Business, Accounting, or Finance
• At least two years of relevant experience
• Excellent communication and organization skills
• Robust experience in managing client relationships
• Familiarity with Scotia Wealth offerings

Harness your skills in client service and operational support to enhance client experience at Scotiabank.
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📌 Client-Focused Portfolio Administrator Role (Newfoundland and Labrador)
🏢 Scotiabank
📍 Newfoundland and Labrador

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