Wealth Operations Officer Ii

1 month ago

Markham, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**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.**

**KEY ACCOUNTABILITIES**

**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**
- **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**
- **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**

**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 experien

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