Associate- Family Office

Description :Department OverviewThe Ultra High Net Worth (UHNW) client segmentation is one of the most exciting and fastest growing spaces in the world of financial services. The TD Wealth Family Office is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW) clients. This is initially a one year contract role.Do you excel at client experience , strategic initiatives, and administration? We're looking for a dynamic professional who is committed to serve clients, colleagues, and cross-team partners. Associate – Family Office provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer experience. The role requires working in a high performing inter-disciplinary team providing complete inter-generational wealth management services to their clients.In this role, you will:Various duties in relation to all areas of the wealth management business, from maintaining and sorting databases of client information, to staying up-to-date and gathering research on securities and market developments.Prepare all documentation and provide updates to the Portfolio Manager in preparation for client meetings.Maintain accurate CRM information of clients and ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate.Act as primary liaison with other TDBG partners and external professionals for administrative purposes.Maintain a level of expertise in dealing with the back office in relation to transfers, account openings, etc.Act as a secondary contact to the PM for client relationships. Partner with the PM to deliver the best solutions for clients.Create a legendary client experience reflective of the client segmentation.Complete familiarity and adherence to privacy and confidentiality requirements and the need to handle situations with tact, discretion, and polish.Prioritize and handle your own workload to meet service level agreements requirements for service and productivity.Maintain a culture of risk management and control, supported by effective processes.Participate fully as a member of the team, suggest improvements, and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank.Job Requirements:Undergraduate degree in a relevant field alongside a masters / CFA/ CPA preferred.3-5 years of relevant work experience Completion or enrollment of the Canadian Securities Course (CSC) or other industry related courses considered an asset. Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information:We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.We look forward to hearing from youLanguage Requirement (Quebec only):Sans Objet