Wealth Portfolio Administrator

Scotiabank; Montreal (administrative region); On-site; CAD 60,000 - 75,000; Full time

Job summary

Scotiabank in Montreal, Canada seeks a Portfolio Administrator to support Relationship Managers by handling client service tasks, account documentation, and regulatory compliance. The role focuses on maintaining accurate records, processing onboarding, and contributing to ongoing operational excellence within the Private Investment Counsel team.

The position requires strong interpersonal skills, detail orientation, and the ability to manage multiple tasks in a fast-paced environment, with

Qualifications

• Experience supporting Relationship Managers in client service.
• Strong attention to detail and accuracy in documentation.
• Ability to balance multiple and often conflicting priorities.

Responsibilities

• Process client service activities and prepare account opening documents.
• Maintain accurate client information in electronic and paper files.
• Assist with onboarding and ongoing maintenance while adhering to regulations.
• Support Relationship Managers and prepare materials for meetings.
• Collaborate with internal partners to remediate issues.

Skills

Client service

Interpersonal communication

Organization

Multitasking

Team collaboration

Education

Post Secondary (Business, Economics, Accounting, Finance)

CSC or investment management knowledge

Job description

Scotiabank in Montreal, Canada seeks a Portfolio Administrator to support Relationship Managers by handling client service tasks, account documentation, and regulatory compliance. The role focuses on maintaining accurate records, processing onboarding, and contributing to ongoing operational excellence within the Private Investment Counsel team.

The position requires strong interpersonal skills, detail orientation, and the ability to manage multiple tasks in a fast-paced environment, with