Private Trust Client Service Associate

Description

The Private Trust PCSA provides administrative support to Trust Officer(s) in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TDBFG standards and guiding principles. The strength of the administrative support delivered by the PCSA is key to the financial and operationalexcellence that isTD Private Trust.

Accountabilities :

Service / Support / Administration

​Provide Exceptional client service andtimelyadministration based on client requests / commitments and / or fiduciaryresponsibilities

Effectively execute / manage expectations for requests from internal partners andclients

Assistensuring fees / revenue is collected ona timelybasis

Compliance / Risk Management

Follow policies andprocedures

Assistin ensuring accounts / files are properlydocumented

Perform quarterly risk review of accounts / files

Limit deficiency reports and address intimelymanner

Team Support & Development

Participate in department projects andinitiatives

Share knowledge and bestpractices –assist others as necessary - act as a resource.

Attend and actively contribute to groupmeetings

Attend internal or externalcourses

Seek opportunities to increase level of knowledge and experience

Skills and Education Requirements :

Canadian Investment Regulatory Exam (CIRE)or IFIC an asset

Undergraduate Degree

Strong organization skills, detail oriented and able to multi-task and prioritizeworkload

Committed to completing administrative tasks within designatedtimeframes

Excellent communication skills,selfstarterand team player

Previousexperiencedemonstratingpositive relationship skills both with clients and within ateam

Receptive to learning; critical thinker; comfortable asking questions to better understand complexsituations

Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset

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 / stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. 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. Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process

We’ll 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 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.

We look forward to hearing from you! Language Requirement (Quebec only) : Sans Objet