Business Operations Support Representative III

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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 Wealth Private Investment Advice (PIA) is ideal for investors who are looking for professional custom-tailored wealth planning and investment solutions while maintaining participation in the decision-making process regarding their financial affairs. The advisors work with clients to design and implement a comprehensive investment strategy recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the clients financial success over the long-term.

Reporting to the Manager of Client Service the Business Operations Support Representative provides legendary quality efficient and specialized administrative support on a multiple and diverse range of assignments within a dynamic client-oriented sales environment. The ideal candidate is accustomed to responding to an ever-changing face paced environment embraces change and easily adapts. They are driven to succeed and want to make a positive impact with every interaction. They possess and demonstrate problem solving abilities that focus on solutions.

Key responsibilities:

• Provide and deliver a high level of administrative support to the branch while ensuring high quality service and professionalism at every client interaction; going above and beyond where required

• Support the Manager Client Service (MCS) in functions related to overall operations and day-to-day administration

• Implement effective communication of all operational administrative and regulatory /compliance activities as required. Support the team by continuously developing increased knowledge in all branch processes

• Support coordination of equipment needs for system access IT support and able to provide training support where required for branch staff

• Coordination and handling of all premise issues including building issues seasonal and promotional displays

• Maintain and provide ongoing support and improvements to the branch filing system

• Perform office duties as assigned; ensuring changes are implemented and communicated to staff when required to ensure a high level of compliance following audit procedures

• Support the team by actively promoting/supporting key firm/branch initiatives

• Actively suggest implementations that focus on TDs vision of building a better bank and above average standards

• Identify areas to reduce expenditure and bringing ideas to MCS and/or BM for improvement

• Support an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff implementing changes where required.

• Support the branch professionals where required including client requests

• Be an advocate for the clients experience

• Other Sundry duties as assigned

As the Business Operations Support Representative will be located at Reception the role will also be responsible for:

• Greeting clients and/or guest to the branch and respond to their requests in an efficient manner

• Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thus demonstrating strong customer service attributes

• Make changes to branch directories when required

• Control the distribution of outgoing and incoming mail courier bag and reports faxes and transit mail by following internal control measures

• Support business meetings including set up catering requests and managing branch Boardroom schedule

Requirements

• Undergraduate Degree or Community College Diploma in Business preferred

• Completed or pursuing industry-related courses would be considered an asset

• The ability to work both as part of a team and independently to complete tasks

• Prior administrative experience an asset

• Possess excellent communication skills

• Proven ability to deliver a high level of service

• Detail oriented and highly organized

• Ability to work in a fast-paced dynamic environment

• Proficient with MS Office Suite

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. 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 95000 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 youve 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 were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental 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 savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd 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.

We look forward to hearing from you!

Language Requirement (Quebec only):