Job Description & How to Apply Below
A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills. Responsibilities include managing client onboarding, preparing reports, and ensuring compliance with banking regulations. This position offers an opportunity to contribute significantly while developing expertise in wealth management.
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