Portfolio Administrator, Scotia Jarislowsky Fraser - Montreal, QC

Scotiabank; Montreal; On-site; CAD 65,000 - 85,000; Full time

Job summary

Scotiabank Canada is seeking a Portfolio Administrator who will work closely with Relationship Managers to manage client books and provide high-quality service. You will assist with account openings, maintenance, and documentation in compliance with FATCA, CRS, and other regulatory requirements.

Join a team focused on operational excellence, risk awareness, and accurate processing of complex requests, including powers of attorney and corporate account activities, across local, regional, and

Responsibilities

• Assist with client service activities and processing of account opening and maintenance requests in compliance with governing regulations.

Job description

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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

• Strong understanding of PIC value proposition for Consistent delivery of the desired client