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Wealth Operations Analyst II-Wealth Tax

3 months ago

Toronto, Ontario, Canada TD Bank Full time

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities. TD Wealth Operations goal is to be recognized as an industry leader in Operational Excellence; providing Legendary Partner and Client experience leading by best employee experience, focusing on process and productivity enhancement and effectively managing risks and controls. We are committed to innovation with purpose, execution with excellence, and continually improving the employee value proposition. We foster a culture of diversity, inclusion, and community giving. So, if you are zealous, collaborative, innovative, and enjoy visionary thinking, joining our team would be an ideal opportunity for you.

Job Description

The Wealth Operations Tax and Client reporting team is responsible for overseeing the timely delivery of client statements, various tax products, data validation, and filings with various government authorities (CRA/IRS/MRQ). The team is responsible for providing support and guidance for a diverse range of issues, initiatives and projects impacting tax and client reporting that meet regulatory requirements and the highest client and partner service standards.

As part of the Tax Operations team, the Analyst will be responsible for ensuring the integrity and quality of data, by drawing data validation methods and strategies, process automation and driving meaningful insights from structured and unstructured data.

The candidate will possess data analytics experience and will be expected to collaborate with key partners to help build and evolve the quality verification framework. The Analyst will also work to investigate, improve, and redesign existing processes and pain points, with keen sense of finding the root cause of problems by sifting through data and metrics as well as strong interpersonal skills to lead change within diverse teams and skillsets.

Key Accountabilities:

Production support

  • Provide a range of analytical/ process support, reporting, analytics and assist in the production of client statements, various tax products, and filings with various government authorities i.e. Canada Revenue Agency (CRA) & Internal Revenue Service (IRS)
  • Support and assist in the generation of ad hoc queries, monthly reporting, UAT and production cycles
  • Oversee the quality verification activities for client statements, tax reporting, rate of return performance and CRM2 reporting

Data Validation

  • Support the development, operationalization and evolution of a robust data validation framework in support of timely identification and analysis of data integrity including building advanced automated queries to support outlier analyses for tax reporting.
  • Drive continuous improvement and operationalize identified solutions to automate or enhance existing processes through the creation of analytical tools and workflows (using Alteryx and Excel)
  • Write queries based on defined criteria to validate client statements and tax slips data points within big datasets from several data sources in an automated and recurrent way, providing auditable reports with the results
  • Perform analysis and investigation to identify data trends, issues, outliers, and the associated root cause and potential solutions to enhance current processes
  • Conduct ad-hoc quantitative analysis and provide support for data issues
  • Participate in the development and maintenance of reports and dashboards created to communicate and manage the results of implemented data validation models
  • Document business and technical requirements surrounding the data validation processes

Process Automation

  • Map current state processes, analyze and understand business processes to identify technical requirements, identifying outdated tasks or technology and subsequently suggesting approach for improvements, standardization, and automation
  • Drive continuous improvement of the current state Tax/client reporting Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
  • Support existing automated processes (Alteryx or Excel/Macro based processes) and implement changes as required
  • Take a risk-based approach in applying innovative process automation solutions to unique problems across Tax and Client Reporting Operations

Must have

  • Good experience with Alteryx and/or SQL, able to perform effective queries involving multiple tables and subqueries, data mining, and data manipulation
  • Knowledge of VBA programming and experience building Excel Macros
  • A general understanding of Banking Operations and interest in financial services
  • Intense curiosity, desire to evoke change and optimize existing processes.
  • Strong problem solving, logical thinking, quantitative and analytical abilities
  • Strong initiative and willingness to learn and collaborate with teams
  • Flexible and adaptable profile, comfortable working in uncertainty, and strong ability to learn new technologies or techniques
  • 3-5 years' experience in analytical roles (data analysis, data validation, reporting, and analytics techniques)

Nice to have

  • Knowledge of Wealth Management/ Investments (strong asset)
  • Relevant experience in Tax/ Client Reporting, Wealth Management, Operations, Business Process Improvement/Analysis or related areas supporting lines of business
  • Work experience with business intelligence and data visualization platforms - preferably with Tableau

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.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

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.

Colleague Development
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.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you

Language Requirement:

N/A.