Private Trust Client Service Associate

TD•Toronto, ON

11d•Onsite

About The Position

Private Trust (PT), as part of the TD Wealth, Specialized Services division, provides a full range of Trust services to individuals, corporations and charitable entities. The Specialized Services division includes Private Banking and Wealth Advisory Services. With a focus on building long lasting intergenerational relationships with clients, PT assists in the management of financial and estate plans through accumulation, preservation and transition, while working closely with other internal business partners to look for opportunities to refer clients to them as part of the ongoing solutions offered. The Private Trust PCSA provides administrative support to Trust Officer(s) in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TDBFG standards and guiding principles. The strength of the administrative support delivered by the PCSA is key to the financial and operational excellence that is TD Private Trust.

Requirements

Undergraduate Degree preferred
Strong organization skills, detail oriented and able to multi-task and prioritize work load
Committed to completing administrative tasks within designated time frames
Excellent communication skills, self starter and team player
Previous experience demonstrating positive relationship skills both with clients and within a team
Receptive to learning; critical thinker; comfortable asking questions to better understand complex situations
Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset

Nice To Haves

Canadian Securities Course (CSC) or IFIC an asset

Responsibilities

Provide Exceptional client service and timely administration based on client requests/commitments and/or fiduciary responsibilities
Effectively execute / manage expectations for requests from internal partners and clients
Assist ensuring fees/revenue is collected on a timely basis
Follow policies and procedures
Assist in ensuring accounts/files are properly documented
Perform quarterly risk review of accounts/files
Limit deficiency reports and address in timely manner
Participate in department projects and initiatives
Share knowledge and best practices –assist others as necessary - act as a resource.
Attend and actively contribute to group meetings
Attend internal or external courses
Seek opportunities to increase level of knowledge and experience