Wealth Operations Analyst I

at  TD Bank

JOB DESCRIPTION:

The Wealth Operations Analyst is a client reporting and implementation subject matter expert, responsible for maintaining high client service standards by ensuring that all tasks and reporting are accurate and delivered in a timely and efficient manner. The incumbent will work closely with TDAM Operations, TDAM Risk, TDAM Portfolio Management, Vendors and TDAM Relationship Management teams to meet objectives and ensure success. Reporting to the Manager, Client Support, the successful candidate will be responsible for:

• Daily, Weekly, Monthly, Quarterly and Annual report and billing preparation; delivery and tracking of client statements and reports
• Optimizing use of Client Reporting Systems and various applications to deliver seamless client experience
• Coordinating and processing new account openings within corresponding systems, as well as maintaining current client information on the Client Relationship Management system
• Recording and filing client documentation to meet client service and compliance requirements
• Creating and maintaining procedures for new and existing processes
• Assisting with the creation and delivery of high-level internal and external communication materials
• Conducting data analysis, engaging in problem resolution, and recommending solutions that will contribute to operational efficiency

JOB REQUIREMENTS:

• Very strong Analytical, Time Management and Organizational skills
• Experience in client and institutional reporting or fund/wealth management business
• Ability to work in a fast-paced environment with deadline driven tasks
• Ability to remain focused and resolve issues under pressure and in stressful situations
• Very high attention to detail
• Ability to understand business logic and workflow in an investment management environment
• Broad understanding of investment portfolio data, including performance, attribution, etc.
• Ability to prioritize, manage and complete multiple tasks in a complex environment with tight deadlines
• Must be able to work independently with minimal supervision, yet contribute to and assist the broader team
• Excellent communication skills, both oral and written
• Strong commitment to change and ongoing development; open to being flexible; adapt well to change
• Hold a post-secondary degree/diploma and/or related experience
• CSC and/or enrollment in CFA or CIM programs would be an asset
  Please note employees will be going to the office 4 days starting March 2025

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.

*THERE IS A PREFERRED CANDIDATE FOR THIS ROLE*

TD Asset Management (TDAM) is a member of TD Bank Financial Group and is one of Canada’s largest investment management firms. As of September 30, 2024, TDAM and its affiliates manage $452 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds, across both active fundamental and quantitative-based solutions. On the retail investment side, TDAM manages assets on behalf of more than 3 million investors and offers one of the most broadly diversified fund families in Canada. A cornerstone of TDAM’s success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives.
The Client Support team is responsible for Implementation & Reporting on behalf of TDAM Institutional clients. The mission of the Client Support team is to contribute to a legendary client experience through improved operational efficiency and reduced risk by developing, delivering and implementing a full range of activities across TDAM’s institutional business. These activities include client onboarding, invoicing, implementation and reporting as well as executing and assisting with control activities.

The Wealth Operations Analyst is a client reporting and implementation subject matter expert, responsible for maintaining high client service standards by ensuring that all tasks and reporting are accurate and delivered in a timely and efficient manner. The incumbent will work closely with TDAM Operations, TDAM Risk, TDAM Portfolio Management, Vendors and TDAM Relationship Management teams to meet objectives and ensure success. Reporting to the Manager, Client Support, the successful candidate will be responsible for:

• Daily, Weekly, Monthly, Quarterly and Annual report and billing preparation; delivery and tracking of client statements and reports
• Optimizing use of Client Reporting Systems and various applications to deliver seamless client experience
• Coordinating and processing new account openings within corresponding systems, as well as maintaining current client information on the Client Relationship Management system
• Recording and filing client documentation to meet client service and compliance requirements
• Creating and maintaining procedures for new and existing processes
• Assisting with the creation and delivery of high-level internal and external communication materials
• Conducting data analysis, engaging in problem resolution, and recommending solutions that will contribute to operational efficienc