Elevate your career as a Portfolio Administrator at Scotiabank in Montreal, Quebec. Deliver exceptional client service while supporting Relationship Managers in a dynamic environment.
As a Portfolio Administrator, you will play a key role in client service activities, ensuring accountability and compliance. You will partner with Relationship Managers, manage the administrative tasks, and streamline processes for client interactions. Leverage your investment knowledge to enhance client experiences and take compliance seriously in everything you do.
Key Responsibilities:
• Manage client inquiries promptly and professionally
• Prepare client onboarding and maintenance documentation
• Maintain accurate client files and documentation
• Facilitate communication between clients and Relationship Managers
• Monitor compliance reports and assist in remediating issues
Requirements:
• Strong knowledge of investment products and regulations
• Post-secondary education i...