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Private Trust Client Service Associate - Indigenous Trust Services (ITS)

TD Bank

Winnipeg ManitobaEntry$52.7k – $74.4k/yr
Sign in to applyVerified 1h ago
Location
Winnipeg Manitoba
Work model
On-Site
Level
Entry
Salary
$52.7k – $74.4k/yr
Posted
1d ago

About this role

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 Private Trust, part of TD Wealth Private Wealth Management,   provides   a full range of trust services to clients, including individuals, corporations, First Nations, Métis, Inuit, and charitable entities. Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans.     We are seeking a   Private Client Services Associate   – Indigenous Trust Services (ITS) who will   provide support   in trust administration,   assisting   the team in   delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside   Trust Officers in the   Indigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment.      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 reflect ing   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 strive to make every interaction, product, and experience remarkably human and

Private Trust Client Service Associate - Indigenous Trust Services (ITS) at TD Bank — Winnipeg Manitoba | Yoinka