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
Solid 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.

📌 Portfolio Administration Support At Scotiabank Halifax Regional Municipality
🏢 Scotiabank
📍 Halifax Regional Municipality