Banking Client Onboarding Analyst - understanding of investments and trading - 57830

6 months

-Hybrid – 4 days in office Monday to Thursday

- Address: 77 Bloor Street West Corporate, Toronto, Ontario (TDB)

Preferred/Ideal Candidate Background: good communication, organized, able to multitask, attention to detail. Intermediate excel, knowledge of macros

SUMMARY OF THE ROLE:

- Typical Day-to-Day Responsibilities Making outbound calls to financial institutions and updating internal systems

• This is a call center environment

• 80% of functions will include candidates conducting outbound calls; responsible for the timely and accurate follow up of client transfers from other financial institutions into TD Wealth.

• 20% of functions will include data entry functions, i.e. updating in house systems and working closely on ISM, Kofax (Imaging system) and in house Case Management software.

MUST-HAVE:

Operations experience

- Excellent verbal and written communication skills for when candidates are u...