Pic Portfolio Administrator

2 months ago

Calgary, Canada Scotiabank Full time

Requisition ID: 211863

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Purpose**

To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing support role, designed to create capacity and support the Relationship Managers to focus on value-added client activities.

Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes, practices and execution methods.

The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Major Accountabilities**

**Client Service**
- Strong understanding of PIC value proposition for Consistent delivery of the desired client experience during all client interactions
- Key point of contact for clients on behalf of assigned Relationship Manager
- Responding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requests
- Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
- Preparing routine client correspondence and ad-hoc, customized client reporting
- Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
- Quality, timely and effective management of account opening process
- Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes
- Preparing for client annual reviews
- Maintaining accurate client information and files in electronic or paper format as may be required
- Reviewing processes and providing recommendations to improve the client experience, add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
- Following up with clients on missing or incomplete documentation
- Using strong knowledge of the Bank’s, Scotia Wealth and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
- Partnering with all internal product/service business partners, as required ensuring client needs are met
- Actively listening and seeking client feedback on products, services and the delivery of client experience for purposes of client service and opportunity identification
- Consistently executing on Scotia Wealth and PIC service standards through proactive contact, central client point of contact, recording and maintaining the Client Contact database
- Responding to client and Senior Management inquiries
- Resolving client issues expeditiously and accurately and/or escalating problem situations when appropriate
- Proactively identifying and implementing strategies to address client needs

**Support Relationship Managers**
- Preparing, creating and customizing of client reports
- Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately
- Supporting Relationship Managers to execute upon business planning activities and events
- Providing Portfolio Administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators.
- Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue
- staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
- Accurate management of client information and data through use and knowledge of applicable systems
- Demonstrate strong organizational skills and attention to detail in order to successfully support the team and relationship managers

**Business Development**
- Coordinating prospecting and business development activities on behalf of the Relationship Managers
- Supporting the execution of marketing strategies to attract and retain valuable clients i.e. coordinating internal/external professional presentations and reports
- Coordinating interactions between clients / prospects and the Relationship Managers and Team of Experts or other Scotiabank Partners
- Liaising with internal referral sources to ensure timely communication, response and resolution to inquiries and relationship management needs
- Preparing materials for business development meetings
- Following up on action items from business development meetings
- Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Re

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