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 dynamic setting at Scotiabank in Halifax.

📌 Halifax Portfolio Administrator at Scotiabank (Halifax Regional Municipality)
🏢 Scotia Wealth Management
📍 Halifax Regional Municipality