Elevate client experiences as a Portfolio Administrator at Scotiabank in Mississauga, Ontario. Provide vital support to Relationship Managers while enhancing operational excellence through client service.In this role, the Portfolio Administrator engages directly with clients, ensuring seamless communication and management of client portfolios. You will assist in executing business development efforts while supporting the Relationship Managers. The focus is on delivering exceptional client service, complying with bank regulations,



and optimizing processes to meet regional goals.Key Responsibilities:Serve as primary contact for clients and Relationship ManagersRespond to inquiries and execute cash management requestsPrepare customized client reports and correspondenceManage the client onboarding process thoroughlyStreamline processes for improved client engagementRequirements:University degree or equivalent experience in financeMinimum two years of related industry experienceStrong relationship management and communication skillsSelf-motivated with a goal-oriented mindsetKnowledge of Scotia Wealth and SJF product offeringsBecome integral to enhancing client satisfaction and operational efficiency at Scotiabank as a Portfolio Administrator.

📌 Portfolio Administrator At Scotiabank (Oakville)
🏢 Scotiabank
📍 Oakville