Portfolio Administrator

Responsibilities

• Act as a key point of contact for clients, responding to inquiries and executing cash management requests in a professional manner.
• Support Relationship Managers by managing the end-to-end client onboarding process and account opening procedures.
• Prepare customized client reports, routine correspondence, and materials for business development meetings.
• Assist in the implementation of client wealth strategies through accurate management of portfolio administration tasks.
• Coordinate prospecting and business development activities, including marketing strategies and professional presentations.
• Ensure compliance with all regulatory activities and internal policies, including AML, KYC, and privacy guidelines.
• Maintain accurate client information and files while identifying opportunities to improve operational efficiencies.

Requirements

• University Degree in Business, Economics, Accounting, Finance, or a related field.
• At least two years of experience within the financial services industry.
• Strong relationship management and interpersonal communication skills.
• Proficiency in the completion of Financial Plans.
• Ability to support sales and business development activities effectively.

Preferred Qualifications

• Canadian Securities Course (CSC) designation or equivalent.
• Demonstrated knowledge of investment management.
• Experience working with Estate & Trust portfolios.

About the Company

Scotiabank is a leading bank in the Americas, dedicated to helping customers, families, and communities achieve success through a broad range of advice, products, and services, including wealth management and private banking.