Scotiabank seeks a Portfolio Administrator in Calgary with relationship management and client service expertise supporting Relationship Managers. The role emphasizes accurate, responsive portfolio administration.
This Portfolio Administrator provides dedicated client servicing support within Scotia Wealth and SJF. You will manage client inquiries, account opening, onboarding, reporting, and portfolio administration. The role also supports business development, process improvement, compliance, and operational excellence while understanding client needs, risk tolerance, and objectives.
Key Responsibilities: Serve as key client contact for assigned Relationship Managers
Respond to inquiries and execute client cash management requests
Coordinate account opening and end-to-end client onboarding
Prepare routine,



customized, and annual review client reports
Maintain accurate client information, files, and contact records
Requirements: University degree, college diploma, or equivalent qualification
Two years of industry experience
Solid relationship management skills
Proficiency supporting sales and business development activities
CSC, industry experience, or investment management knowledge is an asset
Support Scotiabank clients and Relationship Managers through responsive service, accurate administration, and compliant portfolio processes in Calgary.

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📌 Portfolio Administrator Client Service (Alberta)
🏢 Scotiabank
📍 Alberta