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Edmonton, Alberta, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and maintain...
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Portfolio Administrator, Private Investment Counsel
2 months ago
We are seeking a highly skilled and experienced Portfolio Administrator to join our team at Scotiabank. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our Relationship Managers.
Key Responsibilities- Client Service
- Provide timely and effective client service, responding to client inquiries and resolving issues in a professional and courteous manner.
- Act as a key point of contact for clients, providing information and support on a range of topics, including investment strategies and portfolio management.
- Prepare and deliver client reports and correspondence, ensuring accuracy and attention to detail.
- Collaborate with Relationship Managers to develop and implement client wealth strategies, ensuring alignment with client goals and risk tolerance.
- Manage client information and data, ensuring accuracy and confidentiality.
- Support Relationship Managers
- Provide administrative support to Relationship Managers, including preparing client reports and correspondence.
- Assist with the execution of business development activities, including prospecting and client onboarding.
- Collaborate with internal stakeholders to ensure seamless delivery of client services.
- Business Development
- Support the development of business growth strategies, including identifying new business opportunities and developing relationships with key stakeholders.
- Assist with the execution of marketing strategies, including coordinating events and presentations.
- Collaborate with Relationship Managers to identify and pursue new business opportunities.
- Risk Management/Compliance
- Ensure compliance with regulatory requirements and internal policies, including anti-money laundering and know-your-client regulations.
- Collaborate with internal stakeholders to ensure accurate and timely reporting of client information.
- Participate in ongoing training and professional development to stay up-to-date on regulatory requirements and industry best practices.
- Education
- University degree in a related field, such as business, economics, or finance.
- Experience
- Minimum 2 years of experience in a related field, such as wealth management or client service.
- Skills
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Proficiency in Microsoft Office and other relevant software applications.
Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success. We offer a range of advice, products, and services, including personal and commercial banking, wealth management, and private banking. Our team is dedicated to providing exceptional client service and support, and we are seeking a highly skilled and experienced Portfolio Administrator to join our team.
