PIC Portfolio Administrator Fredericton, NB

Requisition ID : 239115

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

Purpose

To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing support role designed to create capacity and support the Relationship Managers to focus on value-added client activities.

Additionally the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes practices and execution methods.

The Portfolio Administrator understands how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions ensuring that all activities conducted are in compliance with governing regulations internal policies and procedures.

Major Accountabilities

Client Service

• Strong understanding of PIC value proposition for Consistent delivery of the desired client experience during all client interactions
• Key point of contact for clients on behalf of assigned Relationship Manager
• Responding to client inquiries in a timely responsive and professional manner including executing on client cash management requests
• Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
• Preparing routine client correspondence and ad-hoc customized client reporting
• Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
• Quality timely and effective management of account opening process
• Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes
• Preparing for client annual reviews
• Maintaining accurate client information and files in electronic or paper format as may be required
• Reviewing processes and providing recommendations to improve the client experience add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
• Following up with clients on missing or incomplete documentation
• Using strong knowledge of the Banks Scotia Wealth and Private Investment Counsel diverse products and services to ensure the clients needs are well understood documented and satisfied
• Partnering with all internal product / service business partners as required ensuring client needs are met
• Actively listening and seeking client feedback on products services and the delivery of client experience for purposes of client service and opportunity identification
• Consistently executing on Scotia Wealth and PIC service standards through proactive contact central client point of contact recording and maintaining the Client Contact database
• Responding to client and Senior Management inquiries
• Resolving client issues expeditiously and accurately and / or escalating problem situations when appropriate
• Proactively identifying and implementing strategies to address client needs

Support Relationship Managers

Business Development

Risk Management / Compliance

Team Membership

Education / Work Experience / Designations

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Location(s) : Canada : New Brunswick : Fredericton

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

Unclear Seniority

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full Time

Experience : years

Vacancy : 1