Manager Admin Jobs in Calgary, AB (NOW HIRING)

Requisition ID: 271453 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Portfolio Administrator works closely with the Relationship Manager(s) in the management of their overall book(s) of business, with a passion for providing client service excellence through a combination of direct client contact and through instructions from their assigned Relationship Manager(s). Overall, the role is designed to create capacity and provide support on technical aspects of the business to allow for the Relationship Managers to focus on value-added client activities.

The Portfolio Administrator contributes to the overall success of their assigned market area by processing client service-related activities, preparing account opening documentation and ongoing maintenance documentation in compliance with governing regulations, internal policies, and procedures. Activities range from simple address 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 operational reports and supporting their assigned Relationship Manager(s) in remediating items from these reports. The individual operates with sound technical knowledge of diverse investment products and services for both individual clients and corporations.

Is this role right for you? In this role, you will:

Client Service
Strong understanding of SJF value proposition for Consistent delivery of the desired client experience during all client interactions
Alternate point of contact for clients on behalf of assigned Relationship Manager
Responding to client inquiries in a timely, responsive, and professional manner
Escalating issues, review processes and provide recommendations to the Relationship Managers and or leadership team to improve the client experience.
Preparing routine client correspondence, ad-hoc client reporting, and client meeting packages
Detailed and accurate management of portfolio administration tasks and activities
Quality, timely and effective management of end-to-end client onboarding and operational processes
Maintaining accurate client information and files in electronic and paper format
Enhance efficiencies through implementation of best practices amongst team.
Verifying documentation is complete for processing and assisting with efforts to collect missing information or documentation from clients.
Collaborate with internal business partners as required.
Consistently executing on Scotia Wealth Management and SJF service standards
Proactively identifying and implementing strategies to address client needs and to deliver exceptional client experiences.
Assisting Relationship Managers in preparing materials for business development meetings
Provide coverage for other Portfolio Administrators or Relationship Managers in market should the need arise based on volumes, projects or time off coverage 

Risk Management/Compliance
Minimizing the Bank's exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, Know your Client, FATCA, CRS, QI, Occupational Health & Safety and Guidelines for Business Conduct
Participating in all aspects of compliance and the identification of deficiencies to remediate noncompliance in the business.
Adhering to bank and firm standards, policies, and business practices to ensure that Scotia Jarislowsky Fraser is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts.
Escalating, documenting, and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures 

Team Membership
Contributing to the effective and positive functioning of the Scotia Jarislowsky Fraser team and partners
Provide in office or remote coverage for other Portfolio Administrators (planned, unplanned OR during implemented BCP)
Fostering and developing a strong, positive team environment, driving employee empowerment, innovation, and a high degree of engagement
Building effective working relationships across the team and with various business lines, and internal and external stakeholders
Maintaining a high level of client service and effectively resolving / escalating client issues as required
Facilitating a culture of open and honest communication
Actively participating and contributing to coaching sessions, touch bases and team meetings
Encouraging the generation of new ideas and approaches by taking part in team meetings, working groups and special projects
Actively sharing knowledge and experience to enhance the development of all team members.
Scotiabank is committed to providing a healthy work environment that is free from discrimination, harassment and violence. This means that we are all responsible to work towards the creation of an environment that is caring and welcoming, professional and supportive, and safe and secure for all, including employees and clients.
We rely on and value the talents, ideas, diversity and commitment of thousands of employees, business partners and other stakeholders around the world to deliver outstanding service to our clients. Central to our relationship is the principle of mutual respect which should be present in everything we do. 

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

Post Secondary (Business, Economics, Accounting, Finance) is an asset
CSC, industry experience and/or Investment management knowledge is an asset
Working knowledge of products and services offered by Scotiabank partners is an asset
Proficient in organizational support
Strong interpersonal, communication & listening skills
Results/goal oriented
Self- motivated and disciplined
Ability to work independently and within a team environment
Ability to balance multiple and often conflicting priorities.
Desire to work in a dynamic fast paced environment.

Work Arrangement:

Standard office environment
Occasional nonstandard hours to meet client needs and deadlines

Location(s):  Canada : Alberta : Calgary 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.