Business Operations Support Representative III

Job Description

Work Location: Victoria, British Columbia, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $45,700 - $61,000 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: TD Wealth Private Investment Advice is a full-service brokerage ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long-term. Job Description The Business Operations Support Representative will provide quality, efficient and specialized administrative support on multiple and diverse assignments. This position will provide dedicated administrative support to an Investment Advisor(s) (IA) and their team. This may include but is not limited to: Provide exceptional customer service at every interaction. Communicate with clients via phone, in-person and e-mail where required Provide administrative support through account opening documents, transfers, cheque issuance, deposits, client reporting, tax packages etc. Support in maintaining client files; filing, scanning documents, updating client database, etc. Handle and prepare incoming/outgoing courier and mail. Schedule and prepare for client meetings, ie. client meeting room preparation, catering as required, greeting clients. Be able to multi-task and perform additional duties as required. Provide consistent and accurate administrative support to IA team Be familiar and adhere to compliance requirements as outlined in the policies and procedures. This includes all aspects of new and existing account documentation and marketing materials. Be proactive in the role to improve team efficiency and organization Demonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics Participate fully as a member of the team and contribute to a positive work environment. Job Requirements Possess excellent communication and organizational

Required Skills