Enhance client service as a Portfolio Administrator at Scotiabank in Montreal, Quebec. This role emphasizes client interactions, support for Relationship Managers, and smooth operational processes.
As a Portfolio Administrator, you will collaborate with Relationship Managers to manage client accounts effectively. You will be involved in various service activities, from preparing documentation to handling compliance and risk management tasks. Your contributions will support not only individual clients but also corporate relationships for operational excellence.
Key Responsibilities:
• Provide timely responses to client inquiries
• Prepare client correspondence and meeting materials
• Ensure compliance with governance and operational policies
• Conduct thorough account and documentation management
• Collaborate with internal business partners as needed
Requirements:
• Post-secondary education in relevant fields
• Experience in investment management is advant...