financial management officer
Title posted on CareerBeacon -
Wealth Operations Officer II
Posted on
September 11, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:**Preferred Candidate Identified**KEY ACCOUNTABILITIESCUSTOMERExecute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)Refer or escalate 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 maintainedIdentify opportunities to improve service delivery and support process improvement initiativesSupport 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 mannerSHAREHOLDERComplete assigned workload to meet SLA requirements for service and productivityUnderstand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies / procedures Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateSupport the timely and accurate completion of business processes including completing and recording transactions for either the organization or clientsActively review internal processes / activities and provide ideas for process improvementInvestigate and escalate non-standard or high-risk activities as appropriateAdhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)Be knowledgeable of and comply with Bank Code of Conduct EMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamworkEnsure the timely communication of issues / points of interestSupport the team by actively building operations knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team and business unitParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to a fair, positive and equitable environment that supports an inclusive and diverse workforceAct as a brand ambassador for the function and the bank, both internally and / or externallyBREADTH & DEPTHWorks within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and are characterized by low to moderate risk/financial impactCompletes transactions characterized by a combination of manual and automated processes, drawing information/data from several systems or applicationsTransactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictionsLow to moderate decision-making authority within defined parametersIdentifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules)Typically has interaction with internal partners and external clientsFocus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activitiesRequires working level knowledge of the business unit and operational functions for the business ar
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LocationToronto, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2111109
Advertised until
2024-10-10
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