Administrative Assistant

4 weeks ago

Vancouver, Canada TD Bank Full time

400718BR

Wealth Management

Vancouver, BC

February 23, 2023

Company Overview

Department Overview

TD Wealth Private Wealth Management provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive, and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust and investment professionals work together with our wealth partners to help our clients create wealth, preserve, and protect it, and pass it on to the generations that follow.

Tax Services is a department within TD Wealth Private Trust, a key business unit within TD Wealth Private Wealth Management, which provides tax return preparation and planning for estates and trusts, high net worth individuals and their families. Tax Services also provides bookkeeping and corporate tax services for clients with investment holding companies.

**Job Description**:
Reporting to the Manager of Operations, with operational oversight by the National Tax Administrator (NTA), the Administrative Assistant is primarily responsible for supporting the NTA throughout the year.
This role requires you to be on site at our TD Tower, Pacific Centre office location in Vancouver BC, Monday to Friday (37.5 hours a week) and may include working paid overtime of up to 10.5 hours/week, during the very fast paced Trust and Personal Tax Filing Season (i.e., March & April). We offer a flexible work environment outside of tax season.
**Key accountabilities include**:

- Assisting the Manager of Operations and Tax Administrator, with day-to-day tasks, as required.
- Handling multiple levels of administrative duties as request by Tax Services leadership team.
- Retrieving mail from the Post Office, including scanning, logging, and filing of tax correspondence in the client folder and informing Tax Manager/Analyst of correspondence requiring immediate attention.
- Logging tax notices issued date on tax control lists for personal, trust, estate, and corporate tax clients.
- Entering tax refunds received into cheque logs, scanning, saving in client folder and sending to operations for deposit into client’s bank account.
- Monitoring CRA online mail and log in PAR letters received.
- Planning and execute team events like meetings, meals, entertainment, and other employee recognition items.
- Ensuring established policies, procedures, or instructions are followed.
- Administering office space orientation for all new hires.
- Maintaining organization of the office, including mail and file rooms.
- Performing other duties and special projects as assigned.

**Requirements**:

- Experience in a professional tax services environment, preferred.
- Strong computer skills, experience with MS Office and Adobe Professional.
- Effective time management, organizational, and communication skills (oral and written).
- Fluency in both English and French, an asset.

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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