Td Bank Wealth Operations Officer - Inviting Applicants 

Canada, Ontario, Toronto 

354433802

Job Description:

Provides a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations function. Communicates with partners in a professional manner, demonstrating clear understanding of clients / partners needs and TD products and processes.

CUSTOMER

• Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)

• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function / partner to facilitate resolution and ensure that service quality is maintained

• Identify opportunities to improve service delivery and support process improvement initiatives

• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels

• Develop and maintain working relationships with customers, partners and vendors including responding to questions and / or concerns in an effective and timely manner

SHAREHOLDER

• Complete assigned workload to meet SLA requirements for service and productivity

• Understand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies / procedures

• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate

• Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients

• Actively review internal processes / activities and provide ideas for process improvement

• Investigate and escalate non-standard or high-risk activities as appropriate

• Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)

• Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork

• Ensure the timely communication of issues / points of interest

• Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team and business unit

• Participate in personal performance management and development activities, including cross training within own team

• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities

• Contribute to a fair, positive and equitable environment that supports an inclusive and diverse workforce

• Act as a brand ambassador for the function and the bank, both internally and / or externally

BREADTH & DEPTH

• Works within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and are characterized by low to moderate risk/financial impact

• Completes transactions characterized by a combination of manual and automated processes, drawing information/data from several systems or applications

• Transactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictions

• Low to moderate decision-making authority within defined parameters

• Identifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules)

• Typically has interaction with internal partners and external clients

• Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities

• Requires working level knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported

• Generally reports to a Team Manager

EXPERIENCE & EDUCATION

• Undergraduate degree/ college diploma preferred and/or

• 1+ years relevant experience

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.