Job Description
Join Scotiabank as a Portfolio Administrator in Montreal, Quebec to provide exceptional client service and support to Relationship Managers. Focus on developing efficient operational processes to assist clients effectively.
This position involves handling client service activities, ensuring compliance, and conducting risk management tasks. Your role as a Portfolio Administrator is vital in creating capacity for Relationship Managers, allowing them to focus on high-value client activities and maintaining accurate records for ongoing success.
Key Responsibilities:
• Manage routine client correspondence and documentation
• Respond to and escalate client inquiries professionally
• Monitor compliance and operational reports
• Maintain precise client information in all formats
• Provide support during audits and compliance checks
Requirements:
• Relevant post-secondary education desirable
• Knowledge of investment management preferred
• Strong communication a...
This position involves handling client service activities, ensuring compliance, and conducting risk management tasks. Your role as a Portfolio Administrator is vital in creating capacity for Relationship Managers, allowing them to focus on high-value client activities and maintaining accurate records for ongoing success.
Key Responsibilities:
• Manage routine client correspondence and documentation
• Respond to and escalate client inquiries professionally
• Monitor compliance and operational reports
• Maintain precise client information in all formats
• Provide support during audits and compliance checks
Requirements:
• Relevant post-secondary education desirable
• Knowledge of investment management preferred
• Strong communication a...