Job Description
Description
The Private Trust PCSA provides administrative support to Trust Officer(s) in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TDBFG standards and guiding principles. The strength of the administrative support delivered by the PCSA is key to the financial and operationalexcellence that isTD Private Trust.
Accountabilities:
Service/Support /Administration
Provide Exceptional client service andtimelyadministration based on client requests/commitments and/or fiduciaryresponsibilities
Effectively execute / manage expectations for requests from internal partners andclients
Assistensuring fees/revenue is collected ona timelybasis
Compliance/Risk Management
Follow policies andprocedures
Assistin ensuring accounts/files are properlydocumented
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