Client-Focused Portfolio Administrator

Enhance client services as a Portfolio Administrator with Scotiabank in Vaughan.

Your role will support Relationship Managers while delivering outstanding client experiences and administrative efficiency.

In this pivotal client servicing role, the Portfolio Administrator will collaborate closely with Relationship Managers to manage business effectively. Focused on operational excellence, you will refine processes and enhance client interactions. Your responsibility includes supporting wealth strategies and maintaining compliance with regulatory standards, all while ensuring the client’s needs are met.

Key Responsibilities:

• Manage the client onboarding process efficiently

• Respond promptly to client inquiries and needs

• Prepare tailored client reporting and correspondence

• Support business development activities alongside Relationship Managers

• Ensure compliance with bank risk guidelines

Requirements:

• University degree in Business, Finance, or related field

• Two years of industry experience in client service

• Strong relationship management and communication skills

• Knowledge of Scotia Wealth products and services

• Self-motivated with a goal-oriented approach

Excel in client relations and portfolio management while driving the success of Scotiabank's Vaughan team.
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