Td Bank Business Operations Support Representative III 

Canada, Ontario, Brampton 

605712436

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly 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, whileparticipation in the decision-making processtheir financial affairs. The advisors work with clients to design and implement a comprehensive investment strategy, recommend customized investmentand provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long-term.

Reporting to the Manager of Client Service, the Business Operations Support Representative provides legendary quality, efficient, and specialized administrative support on a multiple and diverse range of assignments within a dynamic client-oriented sales environment. The ideal candidate is accustomed to responding to an ever-changing face paced environment, embraces change, and easily adapts. They are driven to succeed and want to make a positive impact with every interaction. Theyand demonstrate problem solving abilities that focus on solutions.

Key responsibilities:

• Provide and delivera high levelof administrative support to the branch while ensuring high quality service and professionalism at every client interaction; goingabove and beyondwhererequired

• Support the Manager Client Service (MCS) in functions related to overall operations and day to day

• Implement effective communication of all operational,administrativeand regulatory /compliance activities asrequired. Support the team by continuously developing increased knowledge in all branch

• Support coordination of equipment needs for system access, IT support, and able to provide training support whererequiredfor branch

• Coordination and handling of all premise's issues including building issues, seasonal and promotional

• Maintain and provide ongoing support and improvements to the branch filing

• Perform office duties as assigned; ensuring changes are implemented and communicated to staff whenrequiredto ensurea high levelof compliance following audit

• Actively suggest improvements that focus on TD’s vision of building a better bank and above average

• areas to reduce costs on expenditures and bringing ideas to MCS and/or BM for

• required

• Support the branch professionals where required including client

• Be an advocate for the client

• Other Sundry duties as

at Reception, the role will alsobe responsible for

• Greeting clients and/or guest to the branch and respond to their requests in an efficient

• Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thusdemonstratingstrong customer service

• Make changes to branch directories whenrequired

• Control the distribution of outgoing and incoming mail, courier bag and reports,faxesand transit mail by following internal control

• Completed or pursuing industry related courses would be considered an

• tasks

• Prior administrative experience an asset

• Possess excellent communication

• Proven ability to delivera high levelofservice

• Detail oriented and highly organized

• Ability to work in a fast-paced, dynamicenvironment

• Proficient with MS Office Suite