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Requisition ID:278081 Employee Referral Program – Potential Reward:$1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

Purpose

The Portfolio Administrator works closely with the Relationship Manager(s) in the management of their overallbook(s) of business, with a passion for providing client service excellence through a combination of direct clientcontact and through instructions from their assigned Relationship Manager(s). Overall, the role is designed tocreate capacity and provide support on technical aspects of the business to allow for the RelationshipManagers to focus on value-added client activities. The Portfolio Administrator contributes to the overall success of their assigned market area by processing clientservice-related activities, preparing account opening documentation and ongoing maintenance documentationin compliance with governing regulations, internal policies, and procedures. Activities range from simpleaddress 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 operationalreports and supporting their assigned Relationship Manager(s) in remediating items from these reports. Theindividual operates with sound technical knowledge of diverse investment products and services for bothindividual clients and corporations. The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered inday-to-day activities, and they contribute to the overall success of PIC by administering and helping remediateitems resulting from audit related activities which can include but are not limited to complicated subjects suchas FATCA, CRS and QI. The Portfolio Administrator also supports and helps deliver upon market and regional goals of operationalexcellence through ongoing review and feedback sharing of processes, practices, and execution methodslocally, regionally, and nationally.

Accountabilities

Client Service

- Solid understanding of PIC value proposition for Consistent delivery of the desired client

📌 Portfolio Administrator, Scotia Jarislowsky Fraser (Montreal)
🏢 Scotiabank
📍 Montreal