Business Operations Support Representative III

Job title:

Business Operations Support Representative III

Company

TD Bank

Job description

Company Overview

Our Values
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.

Who We Are
TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It’s a very special and supportive place to begin – and grow – a lasting, progressive and rewarding career in wealth.

Job Requirements

• High school diploma with over 2 years of experience
• Hands on knowledge of MS Office Suite and Internet applications
• Able to work independently as well as part of a team with flexibility for effectively coordinating processes and information across related teams
• A dynamic professional with willingness to learn and take initiative on upcoming tasks and projects
• Strong written and verbal communications to interpret policies and apply standards to complete assignments in a fast-changing environment
• An analytical mind with orientation to detail for handling initiatives, projects and programs with minimal direction from management

Hours

37.5

Job Details

The Business Operations Support Representative III will provide quality and efficient administrative support on multiple assignments. This position will provide dedicated support to an Investment Advisor (IA) team. The role will include, but is not limited to, the following accountabilities:

Client – Service & Administration:
Support IA team with book of business maintenance and development:

• Provide consistent and accurate administrative support to IA team
• Efficiently prepare all account documentation for new and existing clients
• Manage client account maintenance
• Process ongoing client transactions
• Support in documentation and preparation for client meetings
• Be familiar and adhere to compliance requirements as outlined in PIA’s policies and procedures. This includes all aspects of new and existing account documentation and marketing materials.
• Deliver a legendary (gold standard) client experience
• Be pro-active in the role to improve team efficiency and organization

Business Operations – Product & Process Knowledge
Primary contact for maintenance of up to date client files and the processing of account documentation/instructions:

• Work with other departments to manage/process client requests for resolution in a timely manner
• Respond to client enquiries promptly and accurately
• Maintain complete client files and ensure documentation is in good order
• Assist IA team with daily tracking of transaction summaries and client activity to identify/prevent any errors or omissions
• Demonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics

Financial:

• Maintain various tracking spreadsheets to promote team efficiency
• Create reports for analysis of client accounts
• Understand TDW PIA Product offerings and unique investment instructions

Employee/Community:

• Participate fully as a member of the team and contribute to a positive work environment
• Active involvement in Branch meetings
• Build and continue to develop skills and knowledge of the wealth industry
• Establish and maintain a professional development career plan
• Promote a positive image of TD Wealth and TDBG as “One TD” within the community

Support an inclusive and diverse workplace

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

How We’re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!

Additional Information

Education/Accreditations:

• Undergraduate Degree or Community College Diploma preferred
• Canadian Securities Course would be considered an asset

Other Qualifications/Skills/Experience:

• Possess excellent communication skills both written and verbal
• Proven ability to deliver a high level of client service
• Detail oriented and highly organized

*Preferred candidate Identified*

Business Line

Corporate

Job Category – Primary

Administrative / Clerical / Support

Job Category(s)

Administrative / Clerical / Support

Job Family

Office Services & Support

Time Type

Full Time

Employment Type

Regular

Pay Details

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Careers Web Site Cities

Canada-Ontario-Toronto

Expected salary

Location

Toronto, ON

Job date

Sat, 27 Jan 2024 02:22:27 GMT

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