Private Trust Client Service Associate

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

Support a designated relationship manager in meeting service commitments to Private Trust 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 to reflect 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 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