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Portfolio Management Specialist

2 months ago

Markham, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced Portfolio Administrator to join our team at Scotiabank. As a Portfolio Administrator, you will play a critical role in supporting our Relationship Managers in the management of client portfolios, providing exceptional client service, and driving business development activities.

Key Responsibilities
  • Client Service
    • Develop and maintain a strong understanding of our value proposition and deliver exceptional client experiences through all interactions.
    • Act as the primary point of contact for clients, responding to inquiries in a timely and professional manner.
    • Escalate issues to Relationship Managers and Governance & Operations Manager as necessary.
    • Prepare routine client correspondence and customized reporting.
    • Support the implementation of client wealth strategies through accurate management of portfolio administration tasks.
    • Coordinate and manage the end-to-end client onboarding process.
    • Maintain accurate client information and files.
    • Review processes and provide recommendations to improve the client experience.
  • Support Relationship Managers
    • Prepare and customize client reports.
    • Work with Trust Officers to ensure investment strategies are applied appropriately.
    • Support Relationship Managers in executing business planning activities and events.
    • Provide Portfolio Administration support functions for Estate & Trust portfolios.
    • Ensure a comprehensive understanding of each client's financial needs and objectives.
  • Business Development
    • Coordinate prospecting and business development activities on behalf of Relationship Managers.
    • Support the execution of marketing strategies to attract and retain clients.
    • Coordinate interactions between clients and Relationship Managers.
    • Liaise with internal referral sources to ensure timely communication and response.
  • Risk Management/Compliance
    • Maintain awareness and ensure compliance with all procedures, regulatory activities, and guidelines.
    • Support Relationship Managers in maintaining client portfolios in accordance with established firm strategy.
    • Participate in compliance activities and identify actions to remediate non-compliance.
  • Team Membership
    • Contribute to the effective functioning of the Private Investment Counsel team.
    • Foster a strong, positive team environment and drive employee empowerment.
    • Build effective working relationships across the team and with stakeholders.
Requirements
  • University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent.
  • CSC, industry experience, and/or Investment management knowledge is an asset.
  • Two years industry experience.
  • Strong relationship management skills.
  • Proficient in providing support to sales and business development activities.
  • Strong interpersonal, communication, and listening skills.
  • Results/Goal achievement oriented.
  • Self-motivated and disciplined.
  • Executes with Integrity.