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 setting at Scotiabank in Halifax.

📌 Halifax Portfolio Administrator At Scotiabank Halifax Regional Municipality
🏢 Scotia Wealth Management
📍 Halifax Regional Municipality