Job Description
Join Scotiabank as a Portfolio Administrator in Toronto, Ontario, focusing on enhancing client service and supporting strategic portfolio management. This role is integral to client satisfaction and business growth.
As part of the SJF team, you will provide dedicated assistance to Relationship Managers, managing client onboarding, inquiries, and communications efficiently. Your proactive mindset will contribute to improving operational processes and ensuring adherence to regulatory standards while fostering strong client relationships.
Key Responsibilities:
• Act as the point of contact for client inquiries
• Support Relationship Managers in developing business plans
• Execute accurate and timely preparation of client reports
• Facilitate seamless client onboarding and interactions
• Address client issues and escalate as needed
Requirements:
• University Degree in Business, Finance, or Economics
• Minimum two years of relevant industry experience
• Exce...
As part of the SJF team, you will provide dedicated assistance to Relationship Managers, managing client onboarding, inquiries, and communications efficiently. Your proactive mindset will contribute to improving operational processes and ensuring adherence to regulatory standards while fostering strong client relationships.
Key Responsibilities:
• Act as the point of contact for client inquiries
• Support Relationship Managers in developing business plans
• Execute accurate and timely preparation of client reports
• Facilitate seamless client onboarding and interactions
• Address client issues and escalate as needed
Requirements:
• University Degree in Business, Finance, or Economics
• Minimum two years of relevant industry experience
• Exce...