Admin Associate

3 weeks ago


Waterloo, Canada TD Bank Full time

394499BR

Administrative / Clerical / Support

Waterloo, ON

January 5, 2023

Company Overview

Department Overview

TD Wealth Private Investment Advice is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high-net-worth clients with World-Class Advice and Legendary Client Experiences.

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. We work one-on-one 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. TD Wealth PIA has 750+ Investment Advisors located in 86 branches across Canada

**Job Description**:
As **Administrative Associate**, you will provide administrative operational support to the branch and the MCS (Manager Client Service). Your work will involve a range of complexity and may include but is not limited to the following accountabilities:

- Provide excellent client service to staff and external clients.
- Prepare, verify, and input incoming cheques.
- Serve clients / respond to requests made in person.
- Preparation of daily bank deposits.
- Print daily reports and distribute them accordingly.
- Book in and ship security certificates to Toronto.
- Assist with opening mail and distribute as per internal controls.
- Ensure LOAs are correctly completed with proper authorization.
- Phone coverage in reception area.
- Distribution of incoming courier, reports, faxes, and transit mail.
- Preparation of outgoing courier.
- Maintenance of accurate branch report files.
- Assist the MCS in any other tasks as assigned.

**Requirements**:

- Prior experience within the brokerage environment, specifically cage operations is preferred.
- Proven ability to deliver a high level of service. Detail oriented and highly organized.
- Ability to work in fast-paced dynamic environment.
- High school diploma with over 2 years of relevant experience
- Able to work independently as well as part of a team with flexibility for effectively coordinating processes and information across related teams
- A dynamic professional with willingness to learn and take initiative on upcoming tasks and projects

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


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