Elevate client experiences as a Portfolio Administrator at Scotiabank in Mississauga, Ontario. Provide vital support to Relationship Managers while enhancing operational excellence through client service. In this role, the Portfolio Administrator engages directly with clients, ensuring seamless communication and management of client portfolios.
You will assist in executing business development efforts while supporting the Relationship Managers. The focus is on delivering exceptional client service, complying with bank regulations, and optimizing processes to meet regional goals. Key Responsibilities:
Serve as primary contact for clients and Relationship Managers
Respond to inquiries and execute cash management requests
Prepare customized client reports and correspondence
Manage the client onboarding process thoroughly
Streamline processes for improved client engagement Requirements:
University degree or equivalent experience in finance
Minimum two years of related industry experience
Robust relationship management and communication skills
Self-motivated with a goal-oriented mindset
Knowledge of Scotia Wealth and SJF product offerings Become integral to enhancing client satisfaction and operational efficiency at Scotiabank as a Portfolio Administrator.