Wealth Ops. Officer Iii
1 month ago
**TD Description**
Stay current and competitive. Carve out a career for yourself. Grow with us.
**Department Overview**
TD Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
**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.
We are looking for a dynamic professional for the position of **Wealth Ops. Officer III**. In this role, you will provide a range of operational support to the team and perform transactions and other processing activities that ranges from moderate to high complexity. In addition, you will:
- Process various transactions accurately and in line with established guidelines as well as Service Level Agreement(s); provide process and policy guidance to others when required
- Maintain high service level by providing optimal customer and partner service, resolving process or operational issues within discretion and escalate internally as required
- Ensure accuracy of prepared documents and reflect business intentions that is consistent with relevant rules and regulations
- Build positive working relationships with customers, partners and vendors by responding to their questions and concerns effectively
- Find opportunities to improve service delivery, processes and procedures
- Support the team by participating in personal performance management and development activities and promote team effectiveness and positive work environment
**Job Requirements**
- High School diploma with over 3 years of relevant experience
- Undergraduate degree/ college diploma is an asset
- Deep knowledge of business unit, regulatory issues and variety of products, processes and systems
- Strong communications skills with ability to work in a team as well as independently
**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 Time
**Employment Type**
- Regular
**Country**
- Canada
**Province/State (Primary)**
- Ontario
**City (Primary)**
- Toronto
**Work Location**
- 77 Bloor Street West Corporate
**Job Expires**
- 01-Jan-2023
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