Scotia Jarislowsky Fraser Portfolio Administrator - Whitby

Location: Whitby

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Scotia Jarislowsky Fraser Portfolio Administrator - Whitby  

Requisition
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
BRIEF INTRODUCTION  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 Bank’s 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.
IS THIS ROLE RIGHT FOR YOU?  In the role you will:
Client Service
Strong understanding of SJF 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 Bank’s, Scotia Wealth and SJF diverse products and services, to ensure the client’s 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 SJF 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
Preparing, creating and customizing of client reports
Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately
Supporting Relationship Managers to execute upon business planning activities and events
Providing Portfolio Administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators.
Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue
staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
Accurate management of client information and data through use and knowledge of applicable systems
Demonstrate strong organizational skills and attention to detail in order to successfully…