Private Trust Client Service Associate

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.

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.

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 a 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:

• 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 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 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 is to enrich the lives of our customers, communities, and colleagues.

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. It 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. We provide 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.

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, access to an online learning platform, and mentoring programs to help you unlock future opportunities.

Training & Onboarding:

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

Interview Process:

We reach out to candidates of interest to schedule interviews and 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 to help us remove barriers so that you can participate throughout the interview process.