Operations Specialist - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

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Description

424754BR

Wealth Management

Toronto, ON

November 9, 2023

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

Job Details

Client Reporting Production

Coordinate activities and timelines across multiple teams including Vendors, Technology and business Architecture to ensure statement production is completed within SLAs and customer expectations are met

Client Reporting Issues Management

Oversee a robust issues management protocol that includes assessing and monitoring of statement issues, defining escalation protocols, proactive issue identification, solutioning (strategic and shortterm solutions), monitoring and reporting
Interact with business partners across the organization to resolve issues quickly and highlight process gaps and opportunities for improvement to enhance the customer/colleague experience
Work closely with Biz Arch, technology, vendors, and Operations teams to provide expert

knowledge and swiftly resolve barriers to completion

Working with the Client Reporting Data Validation team to continuously inform and enhance model assumptions, reduce outliers, improve data quality and improve business processes
Highlight key risks and provide ongoing recommendations on to mitigate these going forward
Manage dashboard reporting and engage stakeholders in managing issues and securing business partners' buyin
Maintain tracking, reporting and trend analysis for client reporting and performance inquiries
Requires expanded knowledge of Wealth products/services/processes in addition to organizational awareness
Lead the analysis of root cause and business processes are amended as needed
Lead the monthly statement quality verification activities
Maintain tracking, reporting and trend analysis for client reporting
Assess information, potential gaps in documentation, and holistically evaluate situation to determine immediate risk factors/additional supporting documentation up front

Client Reporting Projects

Effectively engage partners across Wealth to evaluate impact of client reporting related issues/new reporting requirements and work with stakeholders to assess implications and next steps
Support the evaluation of client reporting activity for home of best fit and development of appropriate transition plans in participation with all stakeholders including well defined resource assessment, roles and responsibilities and procedures (i.e. year end resource package, etc.
Support the work effort to design the future state of client reporting, including defining the building blocks of a client reporting journey and developing an execution plan that garners support from business and senior management

Job Requirements

Maintain a culture of risk management and control, supported by effective processes and sound infrastructure to achieve a strategic balance of risk and return.
Promote and support a positive work environment that encourages productivity, innovation, teamwork and professionalism in a time sensitive and deadlinebased environment
Strong communication skills able to present complex issues/concepts in simple and clear language and able to cater messaging to senior audiences
Strong leadership skills able to manage through ambiguity and changing circumstances in a fastpaced environment
Solution oriented able to develop options, with a focus on resolving issues.
Experience with large scale change initiatives and ability to manage competing priorities and challenging timelines
Strong collaborator able to drive consensus on issues and effectively engages employees, colleagues, business partners, external stakeholders in a matrixed environment
Selfstarter and continuous improvement mindset needs mínimal direction on how to get things done and is driven by a continuous improvement mindset

Educational Requirements/Accreditations:

Undergraduate or Post Graduate degree in Business/Commerce, Business Administration or related discipline
Minimum of 5 years of relevant experience in Client Reporting, Wealth Management, Operations, Business Process Improvement/Analysis or related areas supporting lines of business

Additional Information

LI-Wealth

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 the