Wealth Operations Officer Ii - Markham, Canada - TD Bank

TD Bank

Verified Company

Markham, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

411373BR

Wealth Management

Markham, ON

June 8, 2023

Company Overview

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:

Ensure accuracy of the prepared documents while being consistent with relevant regulations and business intentions
Identify issues, complete investigations and report risks when required
Build positive working relationships with customers, partners and vendors by responding to their concerns as well as processing transactions accurately and in line with established guidelines
Maintain high service level by providing optimal customer and partner service
Find opportunities to improve service delivery, operations, processes and procedures
Support the team by participating in personal performance management and development activities and promote team effectiveness and positive work environment

Requirements:

High School diploma with over 1 year of relevant experience
Possess working level knowledge of the business unit, procedures and processes as well as regulatory issues and requirements
Strong communications skills with ability to work in a team as well as independently

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.