Business Operations Support Representative - Private Investment Advice

at  TD Bank

JOB DESCRIPTION:

The Business Operations Support Lead will provide administration support to the regional Branch Management team. The work will involve a fair degree of discretion and complexity to ensure the smooth, efficient and specialized delivery of administrative details.

Accountabilities:

• Manage efficiently in a multi-tasked environment and ensure deadlines are met
• Efficiently manage and promptly respond to all incoming enquiries and/or requests for information
• Liaise with various departments for execution, where necessary.
• Manage client files with attention to detail and accuracy
• Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required
• Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, schedule and organize meetings, manage calendars, create and maintain files, and perform other administrative assignments as required
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Prioritize and manage own workflow to ensure quality and efficiency (ie. meet deadlines; be flexible in adjusting to changing work priorities)
• Participate fully as a member of the team, being flexible in adjusting to changing work priorities and effectively contributing to a positive work environment
• Be knowledgeable of PIA business and stay abreast of evolutions
• Efficiently manage expectations/concerns through strong communication skills, both verbal and written
• Maintain proficiency with software applications/programs and/or department specific systems as required (ie. MS Office, Word, PowerPoint, Excel, Lotus Notes, etc.)

JOB REQUIREMENTS:

• Undergraduate Degree or Community College Diploma (preferred, but not mandatory)
• 1 to 3 years relevant experience in the financial industry, preferably within Wealth Management
• Working knowledge of Microsoft Office, including Word, Excel as well as Lotus Notes
• Excellent knowledge and proficiency in PowerPoint
• Exceptional organization skills
• Able to work in a fast paced environment
• Proactive and flexible to work in a changing environment
• Excellent written and verbal communication skills

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Please refer the Job description for details