Become a Portfolio Administrator at Scotiabank in Halifax, Nova Scotia, providing specialized client services and support to Relationship Managers. This role is designed to drive business development and enhance operational efficiency.

As a Portfolio Administrator, you will facilitate excellent client experiences through effective portfolio management and engagement strategies. Your role involves preparing reports, managing client communications, and ensuring adherence to regulatory compliance. You will collaborate closely with Relationship Managers to optimize client needs.

Key Responsibilities:
• Serve as client contact on behalf of Relationship Managers
• Manage client documentation and onboarding processes
• Prepare and customize reports for client reviews




• Support marketing efforts, following up on leads
• Maintain awareness of regulatory requirements

Requirements:
• University Degree or College Diploma in a related field
• Two years of relevant work experience
• Proficient relationship management and communication skills
• Knowledge of investment management and Scotia products
• Robust organizational and detail-oriented abilities

Drive operational excellence and client satisfaction as you support Scotiabank’s mission in Halifax with your skills in portfolio administration.
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📌 Portfolio Administration Support at Scotiabank (Nova Scotia)
🏢 Scotiabank
📍 Nova Scotia