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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. Quality, timely and effective management of end-to-end client onboarding and operational processes Enhance efficiencies through implementation of best practices amongst team.





Verifying documentation is complete for processing and assisting with efforts to collect missing information or documentation from clients.

Assisting Relationship

Managers in preparing materials for business development meetings Provide coverage for other Portfolio Administrators or Relationship Managers in market should the need arise based on volumes, projects or time off coverage Risk Management/Compliance Minimizing the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, Know your Client, FATCA, CRS, QI, Occupational Health & Safety and Guidelines for Business Conduct Adhering to bank and firm standards, policies, and business practices to ensure that Scotia Jarislowsky Fraser is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts. Provide in office or remote coverage for other Portfolio Administrators (planned, unplanned OR during implemented BCP) Building effective working relationships across the team and with various business lines, and internal and external stakeholders Actively participating and contributing to coaching sessions,



touch bases and team meetings Encouraging the generation of new ideas and approaches by taking part in team meetings, working groups and special projects We rely on and value the talents, ideas, diversity and commitment of thousands of employees, business partners and other stakeholders around the world to deliver outstanding service to our clients. Post Secondary (Business, Economics, Accounting, Finance) is an asset CSC, industry experience and/or Investment management knowledge is an asset Working knowledge of products and services offered by Scotiabank partners is an asset Standard office environment Scotiabank is a leading bank in the Americas.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, Relationship Manager, Compliance, Law, Risk Management, Technical Support, Customer Service, Legal, Finance, Technology #

📌 Scotia Jarislowsky Fraser Portfolio Administrator (Calgary)
🏢 Scotiabank
📍 Calgary