Portfolio Administrator at Scotia Jarislowsky Fraser

Support Scotia Jarislowsky Fraser's clients in Vaughan as a Portfolio Administrator. Enhance client experiences while providing vital operational support to Relationship Managers in a high-performing culture.
As a Portfolio Administrator, you will play a key role in managing client relationships and supporting business development activities. You'll be the primary contact for clients, ensuring timely responses to inquiries and effectively executing cash management requests. Additionally, this role involves maintaining efficient onboarding processes and enhancing client service practices through continual improvement.
Key Responsibilities:
• Deliver exceptional client service supporting Relationship Managers
• Coordinate account opening and onboarding workflows
• Prepare and customize client reports and correspondence
• Facilitate communication between clients and internal partners
• Implement strategies for optimizing client engagement
Requirements:
• Univers...