JOB DESCRIPTION:

Join our dynamic team and help support the growth of one of Canada’s largest asset managers.
As Business Operations Support Representative , you will contribute to the success of the TD Global Investment Solutions Institutional Distribution Team by providing dedicated support. You will provide a broad range of business and client experience support for the broader team as assigned, and you will be primarily focused on: (1) organization and logistical support for external client meetings, (2) supporting local office needs, (3) supporting travel and expense management for the Relationship Management team and (4) ensure that operations within area of responsibility are in compliance with applicable internal and external requirements, and that activities adhere to applicable TD policies.
Your work will involve a range of complexities, and may include but is not limited to the following accountabilities:
· Coordinate onboarding for new team members, ensuring timely setup of technology, workspace, and system access,
· Organize client meeting preparedness and logistical execution of in-person client meetings on TD premises,
· Format, print, and deliver presentation decks and client-facing materials,
· Running compliance checks for clients attending events or sponsorship requests
· Maintain and update trackers, dashboards, and records related to client activities, travel, expenses, sponsorships, and process compliance,
· Coordinate complex travel arrangements for distribution professionals involving meetings with clients, consultants, and prospects across multiple cities,
· Processing of expenses in both TD’s expense management system and Salesforce
· Act as a key coordination point between distribution professionals and internal teams (e.g., finance, legal, compliance, technology) to resolve process barriers and ensure smooth execution
· Act as a back-up for reception and office management activities
· Manage efficiently in an environment of competing priorities and ensure deadlines are met
· Apply appropriate due diligence ensuring accuracy in preparation and promptly completing all required supporting documentation (reports, presentations, invoices, communications, tables, charts, files, etc.)
· Consistently exercise discretion in handling correspondence, information and all matters of confidentiality; raise issues where appropriate
· Be an effective teammate and flexible in adjusting to changing work priorities
· Provide guidance and informal cross-training to executive assistants supporting distribution teams on select tasks

JOB REQUIREMENTS

High school diploma with over 3 years of relevant experience
Hands on knowledge of MS Office Suite and Internet applications
Able to work independently as well as part of a team with flexibility for effectively coordinating processes and information across related teams
A dynamic professional with willingness to learn and take initiative on upcoming tasks and projects
Strong communication skills to interpret policies and apply standards to complete assignments in a fast-changing environment
* 4 days in the office required*

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