Private Trust Client Service Associate - Indigenous Trust Job Thunder Bay area,Ontario Canada,Finance & Banking

Description

Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client Service Associate
, you will provide consistent administrative, analytical and service support to our ITS Trust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through highly personable communication and correspondence

Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers

Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflecting TD's industry-leading high standards and guiding principles

Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area

Support the Private Trust ITS business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques

Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration

Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date

Job Requirements :

Undergraduate degree

Working towards or completion of the Canadian Securities Course (CSC)

Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset

Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships

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
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