Notification Officer

Job title:

Notification Officer

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

The Wealth Operations team enable resources for operational needs across the Wealth business resulting in lower costs with excellent customer-service levels. The team facilitate key business strategies to handle core business processes and lead cross operations initiatives while ensuring operational effectiveness. If you want to be a brand ambassador who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own success.

Job Requirements

• The ideal candidate must have strong written and verbally communication skills
• Must be very good at prioritizing through tight deadlines.
• A self-motivated, detailed oriented and organized individual.
• The candidate should demonstrate sound work ethic, positive attitude, and willingness to learn change and succeed.
• The candidate should be a strong team player as well as work independently with minimum supervision.
• Previous industry experience will be an asset.
• The role is hybrid – candidate will be working from home as well as at our physical location.
• High School diploma with over 5 years of relevant experience or Undergraduate degree and completion of the Canadian Securities Course or other related financial industry course.

Hours

37.5

Job Details

• Monitor and review all corporate action notifications and circulars on a daily basis from vendors such as DTC, CDS, TSE, Bloomberg, etc. Manual identification of systems that have share positions. Search for second source information to validate. Determine location of main depository and follow up if corporate action event has not been received to finalize timelines for submission.
• Perform thorough & critical analysis of circulars/notification within tight deadlines.
• Identify potential risk of foreign currency exchange on upcoming corporate action events.
• Identify corporate action events with complex tax treatment and forward to tax department for tax analysis prior to receipt of payment.
• Determine restrictions and eligibility of event for Canadian resident shareholders.
• Determine if any documentation is required and submission timelines to the Agent.
• Analyze information received and break down into condensed form for client’s notification.
• Identify important information and conditions to be included to assist the client and reduce risk to the firm.
• For corporate action event review for French preference holders and request translation.
• Co-ordinate mailing with Symcor, send email burst to IA,s and set up for web broker upload.
• Create corporate action files and update on-line logbooks
• Respond to inquiries regarding effective notifications
• Communicate effectively with transfer agents and/or companies to obtain effective confirmed information and other corporate action offering material as required
• Update Database/logbooks as required.
• Ensure Reconciliation system items consistently carry current statuses.
• Escalate problem issues to senior.
• Complete sundry duties and/or assigned daily tasks within agreed upon targets.
• Completes required internal courses and cross-training requirements.

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!

Business Line

TD Wealth

Job Category – Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Wealth Operations

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

Thu, 25 Jan 2024 02:07:10 GMT

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