Client and Portfolio Administrator

Requisition ID: 250411

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Purpose

The Portfolio Administrator works closely with the Relationship Manager(s) in the management of their overall book(s) of business, with a passion for providing client service excellence through a combination of direct client contact and through instructions from their assigned Relationship Manager(s). Overall, the role is designed to create capacity and provide support on technical aspects of the business to allow for the Relationship Managers to focus on value-added client activities.

The Portfolio Administrator contributes to the overall success of their assigned market area by processing client service-related activities, preparing account opening documentation and ongoing maintenance documentation in compliance with governing regulations, internal policies, and procedures. Activities range from...