Apply portfolio administration and client service expertise at Scotiabank while supporting Relationship Managers with technical account activities. Contribute to operational excellence.

The Portfolio Administrator supports assigned Relationship Managers in managing their books of business. The position combines direct client contact with instructed service activities. It prepares account documentation, processes maintenance requests, and supports compliance for individual and corporate clients.

Key Responsibilities:

- Process client service activities across assigned market areas
- Prepare account opening and maintenance documentation
- Document Power of Attorneys and authorized corporate persons
- Monitor recurring compliance and operational reports




- Support audit remediation involving FATCA, CRS, and QI

Requirements:

- Robust understanding of PIC value proposition
- Sound technical knowledge of investment products and services
- Ability to support individual and corporate client relationships
- Understanding of governing regulations, policies, and procedures
- Awareness of Bank risk appetite and risk culture

Support Scotiabank Relationship Managers through accurate portfolio administration, client service, compliance monitoring, and investment product knowledge.

📌 Scotiabank Portfolio Administration Specialist (Montreal)
🏢 Scotiabank
📍 Montreal