Wealth Operations Officer Iii - C$47,200 - C$66,600 A Year (Winnipeg)

Wealth Operations Officer Iii - C$47,200 - C$66,600 A Year (Winnipeg)

16 Oct
|
TD Wealth
|
Winnipeg

16 Oct

TD Wealth

Winnipeg

TDWealth Operations Officer IIIHours: 37.5Line of Business: TD WealthSalary: $47,200 - $66,600 CADKEY 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 elevate 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 levelsDevelop 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 / proceduresConsistently 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 elevate 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 ConductEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work setting 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 moderately defined guidelines and/or is responsible for activities involving multiple steps, systems, and jurisdictionsTransactions and activities require working knowledge across a function specific product shelf, processes or systems and where transactions could be characterized by moderate to high volatilityUses judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelinesTransactions are characterized by moderate risk/financial impactLow to moderate decision‑making authority within defined parametersIdentifies and resolves issues within authority on processes or transactions or escalates internally as requiredGenerally interacts with internal partners and/or external clients for functions performed; may provide process / policy guidance to others (e.G., within team, internal partners)Focus of work spans from daily, weekly to monthly activitiesRequires solid knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supportedGenerally reports to a Team ManagerEXPERIENCE & EDUCATIONUndergraduate degree/ college diploma preferred and/or1+ years relevant experienceBenefitsOur Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.#J-18808-Ljbffr

📌 Wealth Operations Officer Iii - C$47,200 - C$66,600 A Year (Winnipeg)
🏢 TD Wealth
📍 Winnipeg

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