Td Bank Business Operations Support Representative III Canada, Alberta, Edmonton 223794862
Job Description:
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.
Key responsibilities:
- 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 overall operations and day to day administration
- 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 support and 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 up-to-date 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 for the client experience
- Other Sundry duties as assigned
As the Business Operations Support Representative will be located at Reception, the role will also be responsible for:
- Greeting 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 customer service 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
Requirements
- Undergraduate Degree or Community College Diploma in Business preferred
- Completed or pursuing industry related courses would be considered an asset
- 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 fast-paced, dynamic environment
- Proficient with MS Office Suite
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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