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.

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