Elevate your career with Scotiabank as a Portfolio Administrator in Toronto, Canada. This role focuses on client service and supports Relationship Managers by enhancing processes and managing portfolio tasks.
As a Portfolio Administrator, you will contribute to the overall success of the team by providing exceptional client service and executing business development activities. Your expertise will assist Relationship Managers in maintaining client relationships and achieving operational excellence. Collaborate with internal partners and maintain compliance to ensure the highest standards.
Key Responsibilities:
• Serve as key client contact for Relationship Managers
• Manage client onboarding and portfolio administration tasks




• Prepare client reports and respond to inquiries
• Coordinate business development activities and presentations
• Improve client processes through recommendations
Requirements:
• University Degree or equivalent in relevant field
• Minimum two years of industry experience
• Robust relationship management skills
• Knowledge of Scotia Wealth products and services
• CSC or investment management knowledge is an asset
Bring your expertise in client service and portfolio management to Scotiabank and make a meaningful impact.
#J-18808-Ljbffr

📌 Portfolio Administrator at Scotiabank (Toronto)
🏢 Scotiabank
📍 Toronto