Support trust administration at TD Wealth in Toronto, coordinating client requests, account documentation, and fiduciary responsibilities. Strong 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.
Trust Administration Client Service Associate in Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
