Operational Excellence: Portfolio Administrator Role

Become a key part of Scotiabank's team as a Portfolio Administrator in Montreal, Quebec, focusing on delivering superior client service and supporting Relationship Managers' efforts. Enhance your operational skills in a dynamic setting.
In this role, you will work alongside Relationship Managers, facilitating the administration of client portfolios and ensuring compliance with internal policies. The Portfolio Administrator position integrates client interactions with essential documentation preparation, ultimately enhancing service delivery and compliance monitoring.
Key Responsibilities:
• Prepare and manage client onboarding processes
• Ensure timely responses to client issues and inquiries
• Conduct compliance checks and report on findings
• Document and maintain accurate client files
• Collaborate effectively across departments for improved service
Requirements:
• Post-secondary education in Business or Finance
• Knowledge of investment products an ass...