Wealth Operations Specialist

TD; Toronto; On-site; CAD 47,000 - 67,000; Full time

Job summary

TD Wealth in Toronto, Ontario is seeking an Operations Assistant to support day-to-day client transactions. You will execute transactions accurately, on time, and in compliance with SLAs, while collaborating with partners to resolve issues.

The role requires at least 1 year of relevant experience and an undergraduate degree; a CSC is an asset. The position offers a competitive CAD salary range and career growth within TD.

Qualifications

• Undergraduate degree or college diploma preferred.
• 1+ years relevant experience required.
• Holding a valid CSC is an asset.

Responsibilities

• Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to SLAs.
• Refer or elevate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function / partner to facilitate resolution and ensure that service quality is maintained.
• Identify opportunities to improve service delivery and support process improvement initiatives.
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
• Develop and maintain working relationships with customers, partners and vendors including responding to questions and / or concerns in an effective and timely manner.

Education

Undergraduate degree / college diploma preferred

1+ years relevant experience

Holding a valid CSC is an Asset

Job description

TD Wealth in Toronto, Ontario is seeking an Operations Assistant to support day-to-day client transactions. You will execute transactions accurately, on time, and in compliance with SLAs, while collaborating with partners to resolve issues.

The role requires at least 1 year of relevant experience and an undergraduate degree; a CSC is an asset. The position offers a competitive CAD salary range and career growth within TD.