Join Scotia Wealth as a Portfolio Administrator in St. John's, Newfoundland and Labrador, dedicated to enhancing the client experience. Provide essential support to Relationship Managers and engage with clients effectively.

As a key player in client servicing, you will assist Relationship Managers in executing business development activities while ensuring operational excellence. Your role includes managing client inquiries, ensuring accurate portfolio administration, and driving process improvements. Your expertise in investment management will directly impact client satisfaction.

Key Responsibilities:
• Coordinate business development activities for Relationship Managers
• Prepare detailed reports and client communications
• Ensure compliance with banking regulations and internal guidelines




• Support onboarding processes and maintain client files
• Engage with clients to identify prospects for growth

Requirements:
• Degree in Finance, Business, or equivalent discipline
• Two years of experience in a relevant financial role
• Solid knowledge of Scotia Wealth and SJF products
• Excellent communication and relationship management skills
• Demonstrated self-motivation and integrity in execution

Bring your portfolio administration and client service expertise to Scotia Wealth in St. John's for a rewarding career.
J-18808-Ljbffr

📌 Client Focused Portfolio Administrator Position Newfoundland And Labrador
🏢 Scotia Wealth Management
📍 Newfoundland and Labrador