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Wealth Ops. Officer II

TD

This is a Contract position in Toronto, ON posted October 8, 2020.

Company Overview

Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think ”TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here’s our story: jobs.td.com

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.

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 Description

CUSTOMER:
• Process various transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Refer or escalate processing or operational issues where necessary to ensure a high level of service is maintained
• Provide optimal customer and partner service, including guidance and advice, while adhering to customer service standards
• Identify opportunities to improve service delivery and support process improvement initiatives
• Support partners via inbound calls by answering questions performing adjustments within authority levels
• Maintain working relationships with customers, partners and vendors including responding to questions and/or concerns in an effective and timely manner

SHAREHOLDER:
• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Understand and apply operating policies and procedures
• Follow internal and industry regulations and operating practices in completing and recording transactions for either the organization or clients
• Escalate non-standard or high risk activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
• Complete investigations – report / escalate risk issues or process gaps identified
• Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency
• Ensure necessary due diligence to support the accuracy of all transactions / activities
• Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE TEAM:
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

Requirements

  • BREADTH & DEPTH
    • Work within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications characterized by a combination of manual and automated processes
    • Transactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictions
    • Identifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules)
    • Typically has interaction with internal customers/partners
    • Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities
    • Requires working level knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported
    • Generally reports to a Team Manager

    EXPERIENCE & EDUCATION:
    • High School diploma
    • Undergraduate degree/ college diploma preferred
    • 1+ years relevant experience

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.