Private Trust Client Service Associate

TD Bank Group; Toronto; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Bank Group in Toronto, part of TD Wealth Private Trust, seeks a detail-oriented Trust Administrator to support fiduciary account administration, client servicing and compliance. You will collaborate with internal partners to ensure timely fee collection and accurate documentation.

You will also contribute to risk reviews, attend training, and advance professional credentials such as CIRE/IFIC or TEP while delivering outstanding client experience in a trusted financial services environment.

Qualifications

• CIRE or IFIC designation considered an asset
• Pursuit of TEP (Trust & Estate Practitioner) considered an asset
• Undergraduate degree required or equivalent experience
• Strong organizational skills and detail orientation
• Ability to multi-task and prioritize work load
• Excellent communication and teamwork abilities
• Experience building client relationships in financial services is an asset
• Willingness to learn and think critically to handle complex situations

Responsibilities

• Provide exceptional client service and timely administration
• Manage requests from internal partners and clients and align with fiduciary responsibilities
• Ensure timely fee/revenue collection
• Follow compliance policies and document accounts/files
• Perform quarterly risk reviews of accounts/files
• Support department projects and knowledge sharing
• Attend meetings and participate in training opportunities

Skills

CIRE/IFIC asset

TEP (Trust & Estate Practitioner)

Undergraduate Degree

Strong organizational skills

Multitasking & prioritization

Excellent communication

Relationship skills

Learning orientation

Financial services experience

Education

Undergraduate Degree

Job description

Work Location: Toronto, Ontario, Canada. Hours: 37.5. Line of Business: TD Wealth. Pay Details: $52,700 - $74,400 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 at TD. Our 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

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.

Accountabilities

• Service/Support /Administration ProvideExceptional 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
• Compliance/Risk Management 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
• Team Support & Development 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

Skills and Education Requirements

• Canadian Investment Regulatory Exam (CIRE) or IFIC an asset
• Working towards completion of TEP – Trust & Estate Practitioner an asset
• Undergraduate Degree
• 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

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 benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Our Values At TD

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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