Wealth Operations Officer II

Overview

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:  TD Wealth

Pay Details:  $45,700 - $61,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job 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…