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Bilingual Client and Portfolio Administrator, Montreal
Location:
Montreal
Description:
Requisition ID : 197247 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in Canada and internationally — representing more than CA$60 billion in assets under management. Our history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing consistent with our long-standing investment philosophy and the advancement of good governance and sustainable investing. Acting in the best interests of our clients is the cornerstone of everything we do. Headquartered in Montreal, we have offices in Toronto, Calgary, Vancouver and New York. Contributes to the overall success of the operation department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Is this role right for you? In this role you will: Champions a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge. Act as the daily liaison between the client and the Manager. Proactively review client accounts for upcoming cash needs including fee payments to JFL and custodian and that no client account falls into a debit position. Work closely with Account Data Management Administrator (ADMA), as well as all other Operations teams to resolve any questions, reduce errors, in preparing monthly and quarterly client mailings and to ensure that all documentation is sent out to clients accurately and on a timely basis. Keep client documentation up to date. Ex. monthly letters, welcome kits, working with client or their. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 15 on ListedBuy
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More About this Listing: Bilingual Client and Portfolio Administrator, Montreal
Bilingual Client and Portfolio Administrator, Montreal is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Bilingual Client and Portfolio Administrator, Montreal by searching Oodle for Clerical Administrator Jobs.
Bilingual Client and Portfolio Administrator, Montreal is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Bilingual Client and Portfolio Administrator, Montreal by searching Oodle for Clerical Administrator Jobs.