Shape exceptional client experiences at Scotiabank as a Portfolio Administrator in Montreal. This pivotal role emphasizes assisting Relationship Managers with client account oversight and ensuring compliance with regulations.As a Portfolio Administrator, your dedication to client service will drive your success. You will assist with account documentation, client interactions, and compliance reports while fostering a team-oriented environment. Your sound technical knowledge of investment products will be essential as you work alongside Relationship Managers.Key Responsibilities:Support Relationship Managers in client service deliveryOversee compliance and risk management tasksImplement best practices to optimize operationsHelp prepare reports and client meeting materialsRespond to inquiries with professionalism and accuracyRequirements:Relevant post-secondary education an assetFamiliarity with investment and financial regulationsStrong organizational and communication skillsCapable of balancing multiple prioritiesSelf-driven approach to achieving operational excellenceBring your skill set in client relations and compliance to Scotiabank's team in Montreal and make a difference.

📌 Montreal Portfolio Administrator At Scotiabank
🏢 Scotia Wealth Management
📍 Montreal