6 months

-Hybrid – 4 days in office Monday to Thursday
Address: 77 Bloor Street West Corporate, Toronto, Ontario (TDB)

Preferred/Ideal Candidate Background: valuable communication, organized, able to multitask, attention to detail.

Intermediate excel, knowledge of macros

SUMMARY OF THE ROLE:
Typical Day-to-Day Responsibilities Making outbound calls to financial institutions and updating internal systems

• This is a call center setting

• 80% of functions will include candidates conducting outbound calls; responsible for the timely and accurate follow up of client transfers from other financial institutions into TD Wealth.

• 20% of functions will include data entry functions, i.e. updating in house systems and working closely on ISM, Kofax (Imaging system) and in house Case Management software.

MUST-HAVE:

Operations experience




Excellent verbal and written communication skills for when candidates are updating tickets and carrying out data entry duties.
Skilled and interpersonal skills – for making phone calls (phone experience is a robust must have skill required for the role).
Attention to detail
Multi-tasking skills
High Technical Aptitude

-Robust Excel - need good understanding of using excel spreadsheets (will be using spreadsheets with macros, need to have strong technical skills to be able to pick up on learning macros during training)

NICE-TO-HAVE
Call center experience
Previous wealth experience
Previous experience with ISM, EIS, Ticketing
Banking experience
Bilingual – French and English
Experience with macros are a huge plus

Degree/Level of Education: Recent graduates preferred

Required Skill Profession

Financial Specialists

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