Private Trust Client Service Associate

The Toronto-Dominion Bank (Canada); Windsor; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major North American financial institution in Windsor, Ontario is looking for a Trust Administrator to provide exceptional client service and administrative support. You will ensure timely administration based on client requests and assist in document management. Ideal candidates should have strong organizational skills, an undergraduate degree, and a commitment to teamwork. Opportunities for continuous career development are provided.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Paid time off

Qualifications

• Strong organization skills and able to multi-task and prioritize workload.
• Committed to completing administrative tasks within designated timeframes.
• Previous experience demonstrating positive relationship skills with clients and within a team.

Responsibilities

• Provide exceptional client service and timely administration based on client requests.
• Assist in ensuring accounts/files are properly documented.
• Participate in department projects and initiatives.

Skills

Organization skills

Detail oriented

Multi-tasking

Excellent communication

Relationship skills

Critical thinking

Education

Undergraduate Degree

CSC or IFIC

Job description

Description

ThePrivate 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 TD BFG 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.

Accountabilities

Service / Support / Administration

• 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

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 an intimate 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

• CSC or IFIC an asset
• Undergraduate Degree
• Strong organization skills, detail oriented and able to multi-task and prioritize workload
• Committed to completing administrative tasks within designated timeframes
• 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

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

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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.

Language Requirement (Quebec only)

Sans Objet