Investment Representative

Job ID:
56623

Job Title:
Executive Assistant III

Duration:
Nov. 17/25 to Oct. 23/26

Hours:
Mon-Fri, 9:00AM – 5:00PM

Max Pay Rate:
$30.74/hour

Locations: Onsite
- Markham, L3T 7M8

Extension possible: possibility

Conversion Possible: possible

HALTING ON Wed 11/5/ :30 am

STORY BEHIND THE NEED:

Reason for request/why opened: Coverage due to medical leave Scope of Project:

Team Size/Culture: 3 people

Training Period: Workbook training, online resources, and management support

ADMIN/CLERICAL ONLY:

Back-office vs Telephone work: Primarily telephone-based work

CANDIDATE PROFILE DETAILS:

Degree/Certifications Required: IR, CIRO , CPH Years of Overall Experience: 5 year minimum Preferred Candidate Background:

How will performance be measured: Based on feedback Selling Points of Position (CVP): Strong experience and knowledge; TD exposure

SUMMARY OF DAY-TO-DAY RESPONSIBILITIES:

• Answering phone calls
• Processing trade instructions
• Opening accounts
• Preparing detailed applications
• Updating client information in Systems

MUST-HAVE Hard Skills:

• Attention to detail
• Strong computer skills
• Proficiency in Excel, Word, PowerPoint
• IR License

DISQUALIFIERS – is there any information/experience on a candidate's resume that would disqualify them from consideration for this position?

1.) Frequent job changes

TIMELINES/IMPORTANT DATES:

• Upcoming PTO: Nov 7th

• Supplier Call: No

• Halting: Wed 11/5/ :30 am

• Target interview: ASAP

• Interview process: First round virtual, second round in-person

"Provides dedicated administrative support to executives at the TDBG Group Head (GH) level and may also provide a broad range of administrative or general office support for the broader team as assigned. Work will involve a range of complexity and may include but is not limited to the following accountabilities:

CUSTOMER: Provide a high level of administrative support ensuring quality service and professionalism at every customer interaction Manage efficiently in a multi-tasked environment and ensure deadlines are met Apply appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation (ie. reports, presentations, invoices, correspondence/communications, tables, charts, files, etc.) Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required Maintain proficiency with software applications/programs and/or department specific systems as required (ie. MS Office, Word, PowerPoint, Excel, Lotus Notes, etc.) Efficiently manage and promptly respond to all incoming enquiries/requests for information independently or re-direct to the appropriate person/area

SHAREHOLDER: Ensure the optimal level of customer service and professionalism is provided Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, schedule and organize meetings, manage calendars, create and maintain files, and perform other administrative assignments as required Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate Prioritize and manage own workflow to ensure quality and efficiency (ie. meet deadlines; be flexible in adjusting to changing work priorities) Use software programs and other tools or equipment with ease and efficiency, and provide documents/ information that effectively support the needs of the team Efficiently manage expectations/concerns through strong communication skills, both verbal and written Take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution in order to execute on assigned tasks

Skills:

• Verbal and written communication skills, multi-tasking, customer service skills and interpersonal skills.
• Strong ability to work independently and manage one's time.
• Strong ability to keep information organized and confidential.
• Strong ability in event planning.
• Strong leadership and mentoring skills necessary to provide support and constructive performance feedback.
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint.

Education/Experience:

• High school diploma or GED required.
• 0-8 years experience required.
• Experience working with executives required.