Business Operations Support Representative Iii - Victoria, Canada - TD Bank

TD Bank

Verified Company

Victoria, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

426376BR

Administrative / Clerical / Support

Victoria, BC

November 28, 2023

Hours

37.5

Workplace Model

Onsite

Pay Details

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.

TD Wealth Private Investment Advice (PIA) is ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs.

The advisors work with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client's financial success over the long-term.

Job Details

Key responsibilities of the Business Operations Support Representative include but not limited to:
Provide and deliver a high level of administrative support to the branch while ensuring high quality service and professionalism at every client interaction; going above and beyond where required
Support the Manager Client Service (MCS) in functions related to:
Control, implement, effective communication of all operational/administrative and regulatory/compliance activities as required. Support the team by continuously developing increased knowledge in all branch processes
Support coordination of equipment needs for, system access, IT support, and able to provide training support where required for branch staff
Coordination and handling of all premise's issues including building issues, seasonal and promotional displays
Maintain and provide ongoing improvements to the branch filing system
Perform office duties as assigned; ensuring changes are implemented and communicated to staff when required to ensure a high level of compliance following audit procedures
Support the team by actively promoting/supporting key firm/branch initiatives,
Actively suggest improvements that focus on TD's vision of building a better bank and above average standards
Identify areas to reduce costs on expenditures and bringing ideas to MCS and/or BM for improvement
Support an uptodate Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff implementing changes where required.
Support the branch professionals where required including client requests
Be an advocate of LEI
Other Sundry duties as assigned

As the Business Operations Support Representative will be located at Reception, the role will also be responsible for:

Greet clients and/or guest to the branch and respond to their requests in an efficient manner
Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thus demonstrating strong LEI attributes
Make changes to branch directories when required
Control the distribution of outgoing and incoming mail, courier bag and reports, faxes and transit mail by following internal control measures
Support business meetings including set up, catering requests, and manage branch Boardroom schedule

Job Requirements

Undergraduate Degree or Community College Diploma is preferred
The ability to work both as part of a team and independently to complete tasks
Prior administrative experience an asset
Possess excellent communication skills
Proven ability to deliver a high level of service
Detail oriented and highly organized
Ability to work in a fastpaced, dynamic environment
Proficient with MS office suite

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 their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth.

Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package
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