Assistant Branch Administrator

3 weeks ago

Ottawa, Canada TD Bank Full time

**TD Description**

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

**Department Overview**
- TD Private 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.
- 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. The advisors work 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 800+ Investment Advisors located in 86 branches across Canada.- Key responsibilities of the Assistant Branch Administrator include but not limited to:
- Provide and deliver a high level of administrative support to the branch while ensuring high quality service and professionalism at every client interaction; going above and beyond where required
- Support the Manager Client Service (MCS) in functions related to:

- Control, implement, effective communication of all operational/administrative and regulatory/compliance activities as required. Support the team by continuously developing increased knowledge in all branch processes
- Support coordination of equipment needs for, system access, IT support, and able to provide training support where required for branch staff
- Coordination and handling of all premise's issues including building issues, seasonal and promotional displays
- Maintain and provide ongoing improvements to the branch filing system
- Perform Cage duties as assigned; ensuring changes are implemented and communicated to staff when required to ensure a high level of compliance following audit procedures
- Support the team by actively promoting/supporting key firm/branch initiatives,
- Actively suggest improvements that focus on TD’s vision of building a better bank and above average standards
- Identify areas to reduce costs on expenditures and bringing ideas to MCS and/or BM for improvement
- Support an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff implementing changes where required.
- Support the branch professionals where required including client requests
- Be an advocate of LEI
- Other Sundry duties as assigned

As the Assistant Branch Administrator may be located at Reception, the role will also be responsible for:

- Greet clients and/or guest to the branch and respond to their requests in an efficient manner
- Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thus demonstrating strong LEI attributes
- Make changes to branch directories when required
- Control the distribution of outgoing and incoming mail, courier bag and reports, faxes and transit mail by following internal control measures
- Support business meetings including set up, catering requests, and manage branch Boardroom schedule

**Job Requirements**
- Undergraduate Degree or Community College Diploma in Business preferred
- Industry related courses (ie. CSC) or pursuing to obtain for job progression is an asset

Required Capabilities:
- The ability to work both as part of a team and independently to complete tasks
- Prior administrative experience an asset
- Possess excellent communication skills
- Proven ability to deliver a high level of service
- Detail oriented and highly organized
- Ability to work in a fast-paced, dynamic environment
- Proficient with MS Office Suite

**Additional Information**
- #LI-POST

**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**
- Private Investment Advice

**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)**
- Ottawa

**Work Location**
- 360 Albert Street

**Job Expires**
- 16-Feb-2023

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