Client Focused Portfolio Administrator Position - C$60,000 - C$70,000 A Year (Winnipeg)

Client Focused Portfolio Administrator Position - C$60,000 - C$70,000 A Year (Winnipeg)

26 Aug
|
Bellwether Investment Management
|
Winnipeg

26 Aug

Bellwether Investment Management

Winnipeg

Advance your career with Scotiabank as a Portfolio Administrator based in St John's, Newfoundland and Labrador. This role features a robust focus on client interaction and operational support for Relationship Managers.You will be responsible for assisting Relationship Managers by enhancing client services and improving operational workflows. The Portfolio Administrator will engage with clients to ensure their needs are met while complying with relevant regulations and enhancing the overall client experience.Key Responsibilities:- Deliver high-quality service as primary client contact- Manage detailed client portfolio administration tasks- Coordinate business development activities and materials- Maintain and update client files accurately- Foster collaboration with internal partners for service excellenceRequirements:- Bachelor's degree in Business or related field- Two years of investment or industry experience- Proficient in relationship management- Self-motivated with strong integrity- Acquainted with Scotia Wealth product offeringsBring your expertise in client service and portfolio operations to Scotiabank's team in St John's.#J-18808-Ljbffr

📌 Client Focused Portfolio Administrator Position - C$60,000 - C$70,000 A Year (Winnipeg)
🏢 Bellwether Investment Management
📍 Winnipeg

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