Drive operational excellence as a Portfolio Administrator with Scotiabank in Montreal, Quebec. This role focuses on enhancing the client experience through dedicated support and effective communication.
You will collaborate with Relationship Managers to address client needs while ensuring accurate administration of portfolio-related activities. Your responsibilities will cover client service interaction, documentation preparation, and compliance monitoring. Understanding investment products and regulatory requirements will be key to your success.
Key Responsibilities:
• Manage client onboarding and documentation processes
• Act as a point of contact for client inquiries
• Ensure adherence to compliance and risk management standards
• Provide necessary coverage for team members as needed
• Maintain accurate client records and reports
Requirements:
• Background in Business, Economics, or Finance is a plus
• Prior experience in investment management is desira...