Elevate client service excellence at Scotiabank as a Portfolio Administrator based in Montreal, Quebec. This dynamic role supports Relationship Managers by managing client accounts and ensuring compliance. As a Portfolio Administrator, you will work collaboratively with Relationship Managers to enhance client experiences and ensure operational efficiency.

Your responsibilities will involve processing client requests, preparing account documentation, and monitoring compliance reports. You will leverage your solid technical knowledge of investment products to assist effectively. Key Responsibilities:

- Manage end-to-end client onboarding processes
- Prepare client correspondence and meeting packages
- Ensure compliance with regulatory requirements
- Collaborate with internal partners on client inquiries
- Recommend improvements to client experiences Requirements:
- Post-secondary education in Business or related field
- Knowledge of investment management principles
- Strong communication and interpersonal skills
- Self-motivated with a results-oriented approach
- Ability to manage multiple priorities effectively Bring your expertise in client service and compliance to help Scotiabank thrive in the investment landscape.

📌 Scotiabank Portfolio Administrator Role (Montreal)
🏢 Scotia Wealth Management
📍 Montreal