Wealth Management JFL - Client and Portfolio Administrator Intern/Co-op Montreal Winter 2025

Requisition ID : 208177

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

Start Date : January 6th

Application Deadline : 10 / 18 / 2024

The Client and Portfolio Administrator within the Client Implementation team will be responsible for account off-boarding process, custodial changes account transfers, monthly and quarterly reporting, client portal set up, and other administrative CSA related tasks.

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

• Champions a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge.
• Support Client Service Administration team with account off-boarding process, custodial changes account transfers, monthly and quarterly reporting, client portal set up, and other account administrative CSA related tasks.
• Work closely with Account Data Management Administrator (ADMA), as well as all other Operations teams to resolve any questions, reduce errors, in preparing monthly and quarterly client mailings and to ensure that all documentation is sent out to clients accurately and on a timely basis.
• Keep client documentation up to date. Ex. monthly letters, welcome kits, working with client or their accountant to find missing book value information.
• Follow compliance procedures and notify Compliance promptly of new or unusual activity.
• Quality Assurance : Validate reports, invoices, receipts etc. before they are sent out.
• Ensure prompt payment of JFL invoices and work with Account Manager to collect outstanding balances.
• Other tasks as requested by management.
• Understand how the firm’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his / her respective areas in accordance with firm’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML / ATF / sanctions and conduct risk.
• Champions a high-performance environment and contributes to an inclusive work environment.
• Understand how JFL’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his / her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML / ATF / sanctions and conduct risk.
• Champions a high performance environment and contributes to an inclusive work environment.

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

• High-level of attention to detail and accuracy.
• Strong customer service.
• Proactive and professional when managing customer issues.
• Reliable, with a good sense of judgment.
• Innovative and eager for involvement in news projects and initiatives.
• Excellent communication skills, both written and verbal.
• High levels of self-motivation and self-discipline.
• Bilingual, French and English.

What’s in it for you?

• You’ll be part of a diverse, collaborative, innovative, and high-performing team.
• In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed!
• Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more!
• Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

How do I apply?

For students applying to our internship / co-op or new graduate programs, we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you’re interested in to uncover your true potential.

Instead, we ask that as part of your application you complete the below :

• Complete your PLUM Profile here and save as a screenshot.
• Complete short one-way video interview here
• Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile

In order to be considered for student opportunities at Scotiabank and / or Tangerine, you must complete all steps above.

Location(s) : Canada : Quebec : Montreal Canada : Quebec : Anjou Canada : Quebec : Gatineau Canada : Quebec : Laval Canada : Quebec : Quebec

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.