Business Operations Support Representative III

TD•Montreal, QC

8d•Onsite

About The Position

TD Private Wealth Management employs a sophisticated and holistic goals discovery approach to wealth planning and protection, delivering highly personalized advice, solutions, and services to clients. TD Wealth Private Investment Advice (PIA) caters to investors seeking professional, custom-tailored wealth planning and investment solutions while actively participating in their financial decision-making. Advisors collaborate with clients to devise and execute comprehensive investment strategies, recommend bespoke investment solutions, and provide continuous portfolio monitoring and performance reporting, all aimed at enhancing long-term financial success. This role, reporting to the Manager of Client Service, involves providing exceptional quality, efficient, and specialized administrative support across a diverse range of assignments within a dynamic, client-oriented sales environment. The ideal candidate thrives in a fast-paced, ever-changing setting, embraces change, adapts easily, is driven to succeed, and consistently seeks to make a positive impact. They demonstrate strong problem-solving abilities with a focus on solutions.

Requirements

Bilingual (English & French)
The ability to work both as part of a team and independently to complete tasks
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

Nice To Haves

Undergraduate Degree or Community College Diploma in Business preferred
Completed or pursuing industry-related courses would be considered an asset
Prior administrative experience an asset

Responsibilities

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 overall operations and day-to-day administration
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 issues including building issues, seasonal and promotional displays
Maintain and provide ongoing support and improvements to the branch filing system
Perform office 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 implementations that focus on TD’s vision of building a better bank and above average standards
Identify areas to reduce expenditure 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 for the client's experience
Other Sundry duties as assigned
Greeting 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 customer service 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 managing branch Boardroom schedule