Wealth Ops. Officer Ii

2 weeks ago

Toronto, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**

The Wealth Operations team enable resources for operational needs across the Wealth business resulting in lower costs with excellent customer-service levels. The team facilitate key business strategies to handle core business processes and lead cross operations initiatives while ensuring operational effectiveness. If you want to be a brand ambassador who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own success.

**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

**Job Requirements**- Undergraduate degree/ college diploma preferred and/or
- 1+ years relevant experience

**Additional Information**

**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.

**Job Family**
- Wealth Operations

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Tim

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