Private Trust Client Service Associate - Indigenous Trust Services (ITS)
About The Position
TD Private Trust, part of TD Wealth Private Wealth Management, provides a full range of trust services to clients, including individuals, corporations, First Nations, Métis, Inuit, and charitable entities. Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans. We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside Trust Officers in the Indigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment. Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our ITS Trust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.
Requirements
- Undergraduate degree
- Working towards or completion of the Canadian Securities Course (CSC)
- Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships
Nice To Haves
- Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
Responsibilities
- Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through highly personable communication and correspondence
- Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers
- Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflecting TD's industry-leading high standards and guiding principles
- Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
- Support the Private Trust ITS business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
- Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
