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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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 easy address change requests to complex activities such as documenting and understanding Power of Attorneys,



maintaining authorized persons for corporate relationships and disbursements of Estate accounts.

The Portfolio Administrator is jointly responsible for monitoring various recurring compliance and operational reports and supporting their assigned Relationship Manager(s) in remediating items from these reports. The individual operates with sound technical knowledge of diverse investment products and services for both individual clients and corporations.

The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities, and they contribute to the overall success of PIC by administering and helping remediate items resulting from audit related activities which can include but are not limited to complicated subjects such as FATCA, CRS and QI.

The Portfolio Administrator also supports and helps deliver upon market and regional goals of operational excellence through ongoing review and feedback sharing of processes, practices, and execution methods locally, regionally
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📌 Scotia Jarislowsky Fraser Portfolio Administrator 12 Month Contract Montreal
🏢 Scotiabank
📍 Montreal