Requisition ID: 225577

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

Purpose

Contribute to the overall success of the Private Wealth Department by ensuring that specific individual objectives, plans and initiatives are executed and implemented to support the team's business strategies and objectives. Ensure that all activities carried out comply with applicable regulations, internal policies and procedures.

The Onboarding and Portfolio Assistant is responsible for providing overall support to the Private Wealth Management team. The main responsibilities consist of supporting client account opening and onboarding, as well as supporting Associates, and Portfolio Managers in achieving a high level of service to partners, prospects, and clients.

Key Responsibilities

• Champion a customer focused driven culture to deepen client relationships and leverage broader the firm's relationships, systems and knowledge.
• Manage and complete client account opening and KYC (Know your client) reviews with all relevant parties.
• Become the primary resource for obtaining the correct client documentation depending on the type of account being opened.
• Distribute client documentation to all relevant internal partners while leveraging and maintaining electronic filing system.
• Support Associates and Portfolio Managers with portfolio management related activity by regularly reviewing portfolios for asset mix imbalance, annual reviews due in next 30 days, annual reviews past due, and informing key stakeholders.
• Assist with the adherence of internal and external compliance standards.
• Provide administrative support to the Private Wealth team related to onboarding, and portfolio management activity.
• Champion a high-performance environment and contributes to an inclusive work environment. Perform daily systems (APX) downloads and highlight anomalies.
• Review and provide Key Performance Indicator reports and present to key stakeholders monthly.
• Actively pursue effective and efficient operations of his/her respective areas in accordance with JFL'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.
• Understand how the firm's risk appetite and risk culture should be considered in day-to-day activities and decisions.

Qualifications

• Strong organizational skills with the ability to set priorities and manage time.
• Excellent interpersonal and communication skills, both written and verbal
• High degree of accuracy and attention to details is required.
• High level of discretion required in dealing with confidential matters.
• Verifies accuracy of information and facilitates smooth execution of client trades.
• Ability to effectively share information and be a liaison between groups.
• Capacity to learn new systems and processes.
• CSC and CIM is an advantage.

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. Jarislowsky, Fraser Limited ("JFL") is a wholly-owned subsidiary of The Bank of Nova Scotia ("Scotiabank") and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

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.