Private Banking Portfolio Administrator

Provides client and administrative support to a business development officer/s with a focus on client service, operational excellence and the advancement of divisional strategy. Participates in the overall relationship management of key clients handling communication, servicing, documentation, client meeting preparation, and general oversight of the portfolio. Supports other administrative functions including sales and referral management, compliance and regulatory reporting/documentation, Salesforce management, events and client nurture activities. Interfaces regularly with the Onboarding & Servicing team in the support of assigned clients. May require specialized training to support certain verticals- Escrow, Captive Insurance- including collaboration with legal partners on complex and specialized transactions.