Wealth Operations Officer II Jobs in Toronto, Canada at The Toronto-Dominion Bank (Canada)
Description
:
Preferred candidate identified
KEY ACCOUNTABILITIES
CUSTOMER
Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function / partner to facilitate resolution and ensure that service quality is maintained
Identify opportunities to improve service delivery and support process improvement initiatives
Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
Develop and maintain working relationships with customers, partners and vendors including responding to questions and / or concerns in an effective and timely manner
SHAREHOLDER
Complete assigned workload to meet SLA requirements for service and productivity
Understand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies / procedures
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients
Actively review internal processes / activities and provide ideas for process improvement
Investigate and escalate non-standard or high-risk activities as appropriate
Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
Be knowledgeable of and comply with Bank Code of Conduct
EMPLOYEE / TEAM
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork
Ensure the timely communication of issues / points of interest
Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team and business unit
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to a fair, positive and equitable environment that supports an inclusive and diverse workforce
Act as a brand ambassador for the function and the bank, both internally and / or externally
BREADTH & DEPTH
Works within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and are characterized by low to moderate risk/financial impact
Completes transactions characterized by a combination of manual and automated processes, drawing information/data from several systems or applications
Transactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictions
Low to moderate decision-making authority within defined parameters
Identifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules)
Typically has interaction with internal partners and external clients
Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities
Requires working level knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported
Generally reports to a Team Manager
EXPERIENCE & EDUCATION
Undergraduate degree/ college diploma preferred and/or
1+ years relevant experience
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our 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…
Title: Wealth Operations Officer II
Company: The Toronto-Dominion Bank (Canada)
Location: Toronto, Canada
Category:
