Excel in client service as a Portfolio Administrator at Scotiabank in Halifax, Nova Scotia. Support Relationship Managers while ensuring seamless portfolio management and client satisfaction.
The Portfolio Administrator role emphasizes delivering high-quality client interactions and effective process management. By understanding client needs and managing administrative tasks, you will play a crucial role in business development and compliance adherence.
Key Responsibilities:
• Act as the key point of contact for client inquiries
• Facilitate client onboarding and maintain records
• Develop personalized client reports and service communications
• Assist Relationship Managers with business development
• Adhere to compliance requirements across operations
Requirements:
• Bachelor's degree in Finance, Business, or Economics
• Minimum two years in a similar role within financial services
• Excellent relationship management and communication skills
• Proven ability to manage complex information
• Knowledge of Scotia Wealth product offerings
Utilize your skills to enhance client experiences within the agile environment at Scotiabank in Halifax.
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📌 Halifax Portfolio Administrator at Scotiabank (Halifax Regional Municipality)
🏢 Scotia Wealth Management
📍 Halifax Regional Municipality