Overview

TD Bank Administrative Assistant – Halifax Full Time in Bedford, NS

TD Bank

Branch Bedford NS CA

Position:
Administrative Assistant – Halifax
Location:
Bedford, NS

Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct &…

Support the IA(s) with all administrative tasks related to marketing, client service and relationship management. This may include by not limited to:

Produce reports, compose a variety of correspondence and assemble documentation for accounts;
Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and assist with marketing mail out activities;
Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics,
Process client applications and transfers in a timely manner;Execute market orders and respond to client enquiries promptly and accurately;
Verify and correct any errors or omissions in daily transaction summaries;
Ensure satisfactory resolution of client enquiries and take ownership of coordinating responses with other branches/departments as necessary;
Provide market quotes and track Dividends, RSPs, RIFs;
Maintain complete client files and ensure documentation in good order.
Participate fully as a member of the team and contribute to a positive work environment;Share expertise of position relevant information and any changes discovered.

Job Requirements

Education/Accreditations:
Undergraduate Degree or Community College Diploma preferred
Completion of the Canadian Securities Course and Conduct and Practices Handbook would be an asset

Other Qualifications/Skills/Experience:
Possess excellent communication skills Proven ability to deliver a high level of client service
Detail oriented and highly organized Ability to work in a fast-paced, dynamic environment.
Proficient with firm software & MS Office Suite

Number of Years Experience 3+
Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Province/State (Primary) Nova Scotia
City (Primary) Halifax
ProvState 2 Nova Scotia
City(s) 2 Bedford
ProvState 3 Nova Scotia
City(s) 3 Dartmouth
ProvState 4 Nova Scotia
City(s) 4 Lower Sackville
ProvState 5 Nova Scotia
City(s) 5 Upper Tantallon

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Bedford, NS, CA
Posted on: 2017-04-02
Posted by: