Support trust administration at TD Wealth in Toronto, coordinating client requests, account documentation, and fiduciary responsibilities. Robust organization and prioritization are central.
Private Trust provides services to individuals, corporations, and charitable entities through TD Wealth Specialized Services. In this associate position, you will help administer requests and commitments while managing expectations with clients and internal partners. You will also support compliance activities, account reviews, and ongoing knowledge development.
Key Responsibilities: Execute client and partner requests within expectations
Ensure accounts and files are properly documented
Follow policies and procedures for compliance
Limit deficiencies and address reports promptly
Attend courses and contribute to group meetings
Requirements: Undergraduate degree
Ability to complete administrative work within timelines
Critical thinking and willingness to ask questions
Experience in financial services industry
Trust career aspirations are an asset
Use detailed administration, critical thinking, and relationship skills to support private trust clients and accounts at TD Wealth.

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📌 Trust Administration Client Service Associate (Ontario)
🏢 TD Bank Group
📍 Ontario