Jobs
>
Kingston

    PIC Portfolio Administrator - Kingston, Canada - Scotiabank

    Scotiabank
    Scotiabank Kingston, Canada

    4 days ago

    Scotiabank background
    Description

    Purpose of Job:

    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.

    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 Bank's, Scotia Wealth and Private Investment Counsel 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 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

  • 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 support the team and relationship managers

    • Business Development

  • Coordinating prospecting and business development activities on behalf of the Relationship Managers
  • Supporting the execution of marketing strategies to attract and retain valuable clients coordinating internal/external professional presentations and reports
  • Coordinating interactions between clients / prospects and the Relationship Managers and Team of Experts or other Scotiabank Partners
  • Liaising with internal referral sources to ensure timely communication, response and resolution to inquiries and relationship management needs
  • Preparing materials for business development meetings
  • Following up on action items from business development meetings
  • Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners

    • Risk Management/Compliance

  • Minimizing the Bank's exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
  • Supporting the Relationship Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client's risk appetite
  • Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.
  • Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
  • Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures

    • Team Membership

  • Contributing to the effective functioning of the Private Investment Counsel team
  • Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
  • Building effective working relationships across the team and with various business line, internal and external stakeholders
  • Maintaining a high level of client service
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to coaching sessions, touchbases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan.

    • Education/Work Experience/Designations

  • University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
  • CSC, industry experience and/or Investment management knowledge is an asset
  • Two years industry experience
  • Strong relationship management skills
  • Proficient in providing support to sales and business development activities
  • Strong interpersonal, communication & listening skills
  • Results/Goal achievement oriented
  • Self- motivated and disciplined
  • Executes with Integrity
  • Proficient in the completion of a Financial Plan
  • Thorough knowledge of each Scotia Wealth & PIC Business Line's value proposition and product and service offering in order to identify opportunities across the Scotia Wealth partners
  • Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.

    • ** Open to Ottawa or Kingston location.

  • Scotiabank

    PIC Portfolio Administrator

    1 week ago

    Scotiabank Kingston, Canada Paid Work

    PIC Portfolio Administrator - Kingston, ON · Requisition ID: 198134 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose of Job: · To work closely with the Relationship Managers in the management of the overall book of ...

  • Providence Care

    Medical Affairs Coordinator

    5 days ago

    Providence Care Kingston, Canada

    **Job Code: 8523** · **Status**: Full Time · **Location**: Providence Care Hospital · **Union**: Non Union · **Wage**: $67, $79,872.00 · **Posting Period**: July 20, July 31, 2023 · The Medical Affairs Coordinator plays a central role in supporting and coordinating services relat ...

  • Queen's University

    Budget and Financial Officer

    6 days ago

    Queen's University Kingston, Canada

    Budget and Financial Officer · About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas ...

  • Queen's University

    Budget and Financial Officer

    1 week ago

    Queen's University Kingston, Canada

    **About Queen's University** · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized res ...

  • Queen's University

    Research Systems Help Desk Analyst and Trainer

    1 week ago

    Queen's University Kingston, Canada

    About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized researc ...

  • MD Financial Management

    Administrative Assistant Kingston

    1 week ago

    MD Financial Management Kingston, Canada

    Requisition ID: 182398 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional A ...

  • Queen's University

    Research Projects Advisor

    4 hours ago

    Queen's University Kingston, Canada

    About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized researc ...

  • Queen's University

    Research Projects Advisor

    4 hours ago

    Queen's University Kingston, Canada

    Research Projects Advisor · About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of ...

  • Queen's University

    Student Registration, Fees and Account

    1 week ago

    Queen's University Kingston, Canada

    **About Queen's University** · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized res ...

  • Kingston Health Sciences Centre

    Director - Quality, Patient Safety & Clinical Risk

    1 day ago

    Kingston Health Sciences Centre Kingston, Canada

    **Title**:Director · **Department**:Quality, Patient Safety & Clinical Risk · **Hours of Work**:Full-time position; Days · **Salary**:Class 10 $146, $175,953.77 per annum + benefits/pension · **Union**:Non-Union · **Location**: Kingston General Hospital & Hotel Dieu Hospital Site ...

  • Holiday Inn Kingston Waterfront

    Guest Services Representative

    6 days ago

    Holiday Inn Kingston Waterfront Kingston, Canada

    **THE OPPORTUNITY**: · GUEST SERVICE REPRESENTATIVE · REPORTS TO GUEST SERVICES MANAGER · **THE COMPANY**: · Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that ex ...

  • Holiday Inn Kingston Waterfront

    Guest Services Representative/ Manager On Duty

    1 week ago

    Holiday Inn Kingston Waterfront Kingston, Canada

    **THE OPPORTUNITY**: · GUEST SERVICE REPRESENTATIVE · REPORTS TO GUEST SERVICES MANAGER · **THE COMPANY**: · Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that ex ...

  • Holiday Inn Kingston Waterfront

    Human Resource Manager

    6 days ago

    Holiday Inn Kingston Waterfront Kingston, Canada

    **THE OPPORTUNITY**: · HUMAN RESOURCE MANAGER · REPORTS TO GENERAL MANAGER · **THE COMPANY**: · Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far bey ...

  • Holiday Inn Kingston Waterfront

    Guest Services Representative

    1 week ago

    Holiday Inn Kingston Waterfront Kingston, Canada

    **THE OPPORTUNITY**: · GUEST SERVICE REPRESENTATIVE · REPORTS TO GUEST SERVICES MANAGER · **THE COMPANY**: · Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that ex ...

  • Holiday Inn Kingston Waterfront

    Guest Services Representative

    1 week ago

    Holiday Inn Kingston Waterfront Kingston, Canada

    **THE OPPORTUNITY**: · GUEST SERVICE REPRESENTATIVE · REPORTS TO GUEST SERVICES MANAGER · **THE COMPANY**: · Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that ex ...

  • Holiday Inn Kingston Waterfront

    Guest Services Representative

    4 hours ago

    Holiday Inn Kingston Waterfront Kingston, Canada

    **THE OPPORTUNITY**: · GUEST SERVICE REPRESENTATIVE · REPORTS TO GUEST SERVICES MANAGER · **THE COMPANY**: · Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that ex ...

  • Queen's University

    Human Resources Advisor

    1 day ago

    Queen's University Kingston, Canada

    Human Resources Advisor · About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of g ...

  • Queen's University

    Human Resources Advisor

    4 hours ago

    Queen's University Kingston, Canada

    About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized researc ...

  • Queen's University

    Principal Partnerships Liaison

    1 day ago

    Queen's University Kingston, Canada

    Principal Partnerships Liaison · About Queen's University · Queen's University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple are ...

  • St. Lawrence College

    Academic Planning Assistant

    2 days ago

    St. Lawrence College Kingston, Canada

    **Job ID**: SUPP-23/24-037 · - **Location**:Tri-Campus · - **Deadline**:April 27, 2023 · - **Job Type**:Support · - **Start Date**: Immediately · - **Department**:School of Health and Wellness · - **Positions**: 1 · ***: · The Academic Planning Assistant is responsible for the ad ...