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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. Please note completion of CSC required.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Specific Skills
- Store, update and retrieve financial data
- Prepare reports
- Perform general office duties
- Answer customer inquiries
Work Setting
- Private sector
Work Location Information
- Urban area
Typing (Words Per Minute)
- 41 - 60 wpm
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Repetitive tasks
Security and Safety
- Bondable
- Confidential security clearance
Type of Bookkeeping
- Computerized
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- Excel
- Electronic mail
- Electronic scheduler
- General office equipment
- Internet browser
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