Business Operations Support Representative

Description

:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly 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, whilemaintainingparticipation in the decision-making processregardingtheir financial affairs. The advisors work with clients to design and implement a comprehensive investment strategy, recommend customized investmentsolutionsand provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s 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 fastpaced environment,embraceschange, and easilyadapts. They are driven to succeed and want to make a positive impactwithevery interaction. Theypossessand demonstrate problem solving abilities that focus on solutions.

Key responsibilities:

• Provide and delivera high levelof administrative support to the branch while ensuring high quality service and professionalism at every client interaction; goingabove and beyondwhererequired

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

• Implement effective communication of all operational,administrativeand regulatory /compliance activities asrequired. Support the team by continuously developing increased knowledge in all branchprocesses

• Support coordination of equipment needs for system access, IT support, and able to provide training support whererequiredfor branchstaff

• Coordination and handling of all premise's issues including building issues, seasonal and promotionaldisplays

• Maintain and provide ongoing support and improvements to the branch filingsystem

• Perform office duties as assigned; ensuring changes are implemented and communicated to staff whenrequiredto ensurea high levelof compliance following auditprocedures

• Support the team by actively promoting/supporting key firm/branchinitiatives

• Actively suggest improvements that focus on TD’s vision of building a better bank and above averagestandards

• Identifyareas to reduce costs on expenditures and bringing ideas to MCS and/or BM forimprovement

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

• Support the branch professionals where required including clientrequests

• Be an advocate for the clientexperience

• Other Sundry duties asassigned

As the Business Operations Support Representative will belocatedat Reception, the role will alsobe responsible for:

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

• Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thusdemonstratingstrong customer serviceattributes

• Make changes to branch directories whenrequired

• Control the distribution of outgoing and incoming mail, courier bag and reports,faxesand transit mail by following internal controlmeasures

• Support business meetings including set up, catering requests, and manage branch Boardroomschedule

Requirements

• Undergraduate Degree or Community College Diploma in Businesspreferred

• Fluency in Mandarin & Cantonese would be considered an asset

• Completed or pursuing industry related courses would be considered anasset

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

• Prior administrative experience an asset

• Possess excellent communicationskills

• Proven ability to delivera high levelofservice

• Detail oriented and highly organized

• Ability to work in a fast-paced, dynamicenvironment

• Proficient with MS Office Suite

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