Share this Job

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Title:  Portfolio Administrator

 

 

 

Requisition ID: 167685

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

 

The National Services, Portfolio Administrator’s predominant responsibilities are to ensure accurate setup of New Accounts, Closings and Maintenance are processed within PIC Mpower. The incumbent will liaise, provide verification and support, to/with various internal and external partners (Advisor Teams, Reconciliations, Portfolio Ops. etc.) on a regular basis. The incumbent is expected to be able to identify potential opportunities and resolution of the PIC Accounts on Mpower desk issues and utilize supplementary information from Thomson Reuters and other pricing sources for comparison/validation purposes.

 

Is this role right for you?

 Opening and Closing PIC Accounts on Mpower

  • Ensure and validate that required PIC Account Openings obtained through Wealthone and Sharepoint platforms are setup accurately and SLA’s are maintained for a better client experience
  • Responsible for monitoring queues on Sharepoint for all Maintenance of existing Mpower Accounts and actioning them accordingly
  • Responsible for reviewing the daily Maintenance group in box ensuring requests are accurately updated in Mpower in a timely manner
  • Processing mass spreadsheets provided by Advisor teams manually on Mpower ensuring accuracy and in a timely accordance with quarterly statement runs
  • Monitor the day to day processes and investigate and delegate any issues accordingly
  • Accountable for month end stats and ensuring accurate numbers are reflected to ensure proper information is reported for all Openings/Closings and Maintenance requests from Advisor teams
  • Set working priorities autonomously or as part of operations team ensuring both deadlines are met for both standard and rush assignments
  • Maintain direct adherence to the company and Bank security procedures.
  • Performance of other duties as assigned which will enhance the units support capabilities and success

 

Do you have the skills that will enable you to succeed?

 

  • 3-5 years of operations experiences and an in-depth understanding of the Canadian Investment Industry.
  • Must be highly motivated with good analytical and problem solving skills
  • Must possess good communication skills, both verbal and written, to provide client support and maintain documentation
  • Strong attention to detail and ability to recognize errors and ensure accurate results
  • Must be proficient in excel
  • Duties are to be conducted in accordance with Bank Standards and manual instructions
  • Sound knowledge of systems/application and computer technology and strong Excel knowledge

 

Location(s):  Canada : Ontario : Toronto 

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.


Job Segment: Investment Banking, Technical Support, Bank, Banking, Sharepoint, Finance, Technology